How to Edit Auxiliary Dimensions for Lead Territory Assignment

This topic is applicable for the lead assignment set up where you want to change auxiliary dimension mappings to point to different classification codes as part of your lead territory assignment.

Here are the predefined auxiliary dimension work object attribute mappings:

• Aux1 - Auxiliary Classification Code 2

• Aux2 - Auxiliary Classification Code 1

• Aux3 - Auxiliary Classification Code 3

You now have a scenario where your organization wants to change these mappings. For this example, you want:

• Aux1 - Work Object attribute to point to Classification Code 3

• Aux3 - Work Object attribute to point to Classification Code 4

Set the Lead Territory Assignment Mapping

Here's how to change the mappings:

1. In the Setup and Maintenance work area, go to:

   • Offering: Sales

   • Functional Area: Leads

   • Task: Manage Sales Lead Assignment Objects

2. On the Manage Sales Lead Assignment Objects page, locate and select Sales Lead in the Name column.

3. In the Sales Lead: Details region, select the Candidates tab.

4. Select the Sales Lead Territory candidate.

5. Select the Sales Lead Territory: Mapping Sets tab.

6. In the Name column, select Mapping Set 5 from one of these active mapping sets for the sales lead object you want:

   • Mapping Set 1

   • Mapping Set 2

   • Mapping Set 3

   • Mapping Set 4

   • Mapping Set 5

7. In the Mapping Set 5: Mappings region, locate and select the Aux1 and Aux3 auxiliary dimension function code.

8. Click the pencil icon to edit them in the Edit Mappings dialog window.

9. In the Work Object Attribute region select these attributes.

   • Aux1 - Auxiliary Classification Code 3

   • Aux3 - Auxiliary Classification Code 4.

10. Click OK.

11. Click Save and Publish.

12. Monitor and refresh the page to confirm the publish process has succeeded.

The sales lead assignment processing is now ready to use the changed auxiliary dimension information when assigning leads to territories.