Improve the Performance for Territory-Based Account Assignment

Assignment manager lets you assign territories related to your sales accounts, including customers, prospective customers, individual contacts, and households. To optimize the performance of assigning sales representatives to these sales territories, you can choose to select an enhanced mode of processing for territory-based account assignment.

This performance enhancement is specific to territory-based account assignment only. There's no performance impact on other business objects such as Leads, Opportunity, Partner, or any rule-based assignment activities.

If you have permission to configure offerings, then you can use the New Features page to opt in to these two features:

  • Optimize Performance for Territory Based Assignment

  • Optimize Performance in Accounts, Contacts, and Households

  1. Select the Change Feature Opt In from the Sales Foundation functional area and open the Edit Features: Sales Foundation page.

  2. Locate the Optimize Performance in Territory-Based Assignment feature and expand to display the Optimize Performance in Accounts, Contacts, and Households.

  3. Select the Enable check box for both of these features and click Done.

For more information, see the New Feature Opt-In section of the Oracle Applications Cloud - Using Functional Setup Manager guide on the Oracle Help Center (docs.oracle.com). When you run your next Territory-Based Account Assignment, note the significant performance improvements after using the enhanced mode of processing.

Note: While the performance for territory-based account assignment is enhanced by enabling this Opt-In feature, custom post-processing tasks may be impacted. For example, any custom task flows, Groovy scripts, or event notifications won't get triggered.