Modify Sales Account Assignment to Assign Partner Type Territories

As a sales administrator, you can configure account assignment to assign partner type territories.

To assign partner type territories for account assignment, you must deactivate the Territory Type Code attribute as follows:

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. Select the row corresponding to Territory Type Code in the Candidate Object Attribute Low column and click Edit. The Edit Mapping Page opens where you can edit the Territory Type Code mapping to update the candidate object.

   

8. Ensure that the Inactive check box is selected, so that the mapping isn't active.

9. Click OK.

10. Click Save and Publish to deactivate the mapping.