Overview of Assigning Territories to Partners
Companies can have thousands of partners, so being able to quickly give users access to partner accounts and to the leads and opportunities for those accounts is very helpful. You can use territory assignment to perform this task.
The available assignment types are:
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Batch assignment
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Manual assignment
You can use the following methods to determine assignment:
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Partner Account Belongs To: For attributes used to match against partner-centric coverage territories
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Partner Account Serves To: For attributes used to match against sales account-centric coverage territories.
You must be on the partner team with full access and have the Partner Account Maintenance or Administration Duty role to perform manual and batch assignment.
All members of the internal territory, including owner and resources, have full access to the partner information. Users with Partner Account Maintenance Duty or Partner Account Administration Duty can view territories assigned to a partner account.
Batch Assignment
After partners are imported, partner accounts created in an import batch can be assigned using view criteria with the Assign Territories to Partner Account assignment process. After territories are realigned, partner accounts that are affected by the realignment are reassigned.
During the initial implementation, partner accounts can be created before any territories have been set up (for example, as part of a migration). These accounts don't receive a territory assignment because no territories exist yet. They must be explicitly assigned after territories are created. In this case, it's recommended that you run a batch assignment using the view criteria "PartnersInABatchNeedingReassignment" to assign these accounts to territories.
Manual Assignment
For manual assignment, use the Assign Territories action available in the Edit Partner page. You must have the Partner Maintenance Duty for the partner to use this action.
When you click the Assign Territories action, assignment processing begins and it returns a list of territories matching the partner. You can save this list and make the assignment, or cancel and make no changes to the existing assigned territories.