Assign Primary and Nonprimary Classifications

As a sales administrator, you have the ability to configure account assignment to enable primary and nonprimary industry codes, organization types, and classification values.

Enabling Organization Type and Industry Classification Values

To enable the organization type and industry classification values:

  1. Sign in as the sales administrator or as a setup user.

  2. In the Setup and Maintenance area, go to the following:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Customer Center Assignment Object

  3. Click the Manage Customer Center Assignment Object link.

    The Manage Customer Center Assignment Object page appears.

  4. Select the Account object.

  5. In the Account: Details region, select the Candidates tab and then select Account Territory.

  6. Select the Account Territory: Mapping Sets tab.

  7. In the Mappings region, select the work project.

  8. Click Edit.

    The Edit Mapping pane appears.

  9. Make the required changes and click OK.

  10. Click Save and Publish to activate the mapping to enable assignment by all classification values.