Custom Dimensions for Lead Assignment Example

This example sets up the Branch custom dimension for lead assignment.

The use case is to define territories with the Branch custom dimension in addition to the account and product dimensions.

1. In Application Composer, create a fixed choice list called Branch for the Lead standard object..
2. In the List of Values region, create a new lookup type MKT_LEAD_BRANCH called Branch, and add lookup codes for each of the company branches.
3. Add the Branch field to the Lead Detail page and publish.
4. In Setup and Maintenance, open the Enable Dimensions and Metrics task, select the Edit action, and the Extension 3 dimension.
5. For the dimension source find and select the lookup type MKT_LEAD_BRANCH. Save and close.
6. Perform the Load and Activate action. Use the Refresh Status action to monitor processing and completion of the processes.
7. In Setup and Maintenance, use the Manage Sales Assignment Manager Objects task and add a mapping for the Sales Lead object.
8. In the Attributes tab add the Branch attribute.
9. In the Candidates tab select Territory and the Sales Lead Territory: Mapping Sets tab.
10. Select Mapping Set 1.
11. Click Add and enter these values:

    Option	Description
    Type	Attribute
    Exact Match	Select
    Function Code	Ext3
    Candidate Object	Sales Lead Territory
    Work Object	Sales Lead
    Candidate Object Attribute: Low	Dimension Member ID
    Work Object Attribute: Null Value Handling	Derive mapping value
    Work Object Attribute: Low	Branch

12. Save and publish.

Results:

Now you can define territories with a Branch coverage, and use this information when assigning territories to leads.