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. |