Overview of Account Assignment Profile Options

The following profile options influence the behavior of sales account assignment:

Profile Option Display Name

Default Value

Effect

Assignment Rule for Account Territory Assignment

Null

Specifies the assignment rule that defines the sales territory that's assigned to an account.

Account Types Enabled for Assignment

ZCA_CUSTOMER

Enables one or more account types for territory assignment. Applicable types are Account Type standard lookup values. Use comma-delimited string for multiple values.

Sales Account Automatic Assignment on Import Enabled

N

Enables automatic territory based assignment after sales accounts are imported. If disabled, manually run a batch assignment or assign each sales account individually.

Disable updating Last Assign Date when there are no territory changes

N

Disables Stamping of Last Assign Date when there are no territory changes.

Sales Account Automatic Assignment on Create Enabled

Y

Enables automatic territory based assignment processing after a sales account is created.

Sales Account Automatic Assignment on Update Enabled

Y

Enables automatic territory based assignment processing after a sales account is updated.