Configure Channel Sales Territory Assignment for Partner Accounts
This topic explains how to set up channel sales territory assignment for partner accounts.
Configure Channel Sales Territories for Partner Accounts
You can assign territories to partner accounts based on certain partner attributes. The attributes used for assignment are governed by a set of mappings between two objects, the work or assignment object, and the candidate object. Your sales applications are preconfigured for Partner Account Territory Based Assignment. This process matches partner attributes with territory definitions and is controlled by the Manage Sales Assignment Manager Objects task. With territory based assignment for partner accounts, the work object is Partner Account, the candidate object is Partner Account Territory, and the child work objects are:
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Geography
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Customer Size
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Industry
-
Organization Type
Map the Work Object to the Candidate Object
To configure territory assignment for partner accounts, you must set up a series of mappings, including:
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Belongs To attributes
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Serves To attributes (inactive by default)
The following table shows the values you need to map the Belongs To Partner Account work objects to the Partner Account Territory Candidate objects, the coverage model needed, and the territory type needed.
|
Partner Account Work Object |
Partner Account Territory Candidate Object |
|---|---|
|
Primary Address of the Partner |
Geography |
|
Organization Size |
Customer Size |
|
Industry |
Industry |
|
Organization Type |
Organization Type |
|
Auxiliary 1 (Disabled) |
Auxiliary 1 (Disabled) |
|
Auxiliary 2 (Disabled) |
Auxiliary 2 (Disabled) |
|
Auxiliary 3 (Disabled) |
Auxiliary 3 (Disabled) |
|
NA |
|
|
NA |
|
The following table shows the values you need to map the Serves Partner Account work objects to the Partner Account Territory Candidate objects, the coverage model needed, and the territory type needed.
|
Partner Account Work Object |
Partner Account Territory Candidate Object |
|---|---|
|
Geographies Served |
Geography |
|
Industries Served |
Industry |
|
Product Specialties |
Product |
|
Partner Type |
|
|
NA |
|
|
NA |
|
|
NA |
|