Can territory assignment automatically assign accounts based on a non primary address?
No, territory assignment automatically assigns accounts based only on the primary address attribute. You can manually assign a different address to an account to suit your requirement. After you set up your territories, territory-based assignment matches territory dimensions and attributes to work objects.
You can set up territory-based assignment to be completely automated, to happen on-demand, or you can use a combination of these settings. Territory-based assignment requires that you set up your territories and resource hierarchy, set profile options to configure assignment, and run assignment processes. With territory-based assignment, you typically create a mapping set between a work object and a candidate object to make the appropriate candidate assignment. This mapping set can consist of one or more mappings between the work object attributes and the territory candidate object attributes.
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Accounts are created.
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A sell-to address is added to an existing sales party.
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Accounts are imported in bulk.
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Certain attributes on accounts that correspond with territory assignment dimensions are updated.
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Batch assignment is run.
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You select the Assign Territories menu action on the Sales Account Team node for the account.
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Territories are realigned or when personnel leave the territory or the company.
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A sales manager reassigns all the sales representative's account to a different owner that triggers the reassignment of territories for those accounts to the new owner.
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Sales Account Automatic Assignment on Create Enabled
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Sales Account Automatic Assignment on Update Enabled
Automatic assignments are always enabled following an import, party merge and territory realignment.
Access groups provide an alternate way of providing access to sales data based on conditions you define. For example, you can use access groups to grant specific users access to all open opportunities, or all accounts in the UK, and so on. Access groups aren't replacements for sales territories, but they provide a good way to grant access to people who assist with sales. For example, you might need to provide the legal department with access to certain opportunities.