1. Implementing Sales
  2. Enable Automatic Assignment of Imported Accounts

Enable Automatic Assignment of Imported Accounts

Enable automatic sales territory assignment of accounts you import by setting the following system profile options to Yes. Setting the profiles to Yes, runs the Request Account Assignment process after import. By default, you must run the process manually to assign accounts.

System Profile Option Name

Description

Sales Account Automatic Assignment on Import Enabled (ZCA_BATCH_ASSIGN_ON_BULK_IMPORT)

Enable automatic sales territory assignment after you import accounts.

Sales Account Automatic Assignment on Create Enabled (ZCA_SA_AUTO_ASSIGN_ON_CREATE)

Enable automatic sales territory assignment of new accounts after you import accounts.

Sales Account Automatic Assignment on Update Enabled (ZCA_SA_AUTO_ASSIGN_ON_UPDATE)

Enable automatic sales territory assignment whenever accounts are updated when you import.

  1. In Setup and Maintenance, go to the Manage Administrator Profile Values task:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. Search for each of the profile options.

  3. Set the Profile Value to Yes.

  4. Click Save and Close.