Overview of Account Assignment

An account represents a company or person you sell to. If your business sells to a contact or household, an account represents the contact and household you sell to.

Assignment manager lets you assign territories related to your sales accounts, including customers, prospective customers, individual contacts, and households. You can use assignment rules defined for accounts only to filter the territories that are assigned to accounts.

Predefined business events, such as Organization Created or Organization Updated, may impact the performance of account assignment processes if the profile option that controls those business events is enabled. For more information, see the topic How You Monitor Your Import Activities, in the Oracle CX Understanding Import and Export Management for CX Sales and Fusion Service guide.