Overview of Territory Account Assignment

Territory-based assignment is the default approach used to give sales people and their managers access to account, contacts and households.

Account assignment is based on the matching of sales account attributes with sales territory dimensions. For example, you can add an account owner to the account-territory matching to enable the assignment of a territory based on the account owner.

By default accounts are assigned automatically when the account is created or updated. Alternatively, sales people with access to the account team can run assignment for a specific account. Additionally, account assignment can run in bulk on a scheduled basis. You can also add an account owner to the account territory mapping that enables the application to assign a territory based on the account owner's territory. For example, if the account owner is mapped to the territory owner, then when you create an account, you're made the account owner

Multiple Industry and Organization Classifications

Opportunity and Lead assignment also supports multiple classification values. For more information on assigning opportunities and leads using industry classification codes, see the white paper, Assignments Using Nonprimary Classifications (Doc ID 2086014.1) available on My Oracle Support.

Sales Account Assignment Child Objects

Here's a list of sales account assignment child objects:

Sales Account Assignment - Child Objects	Description
Account	Represents a company you sell to An account represents a company you sell to. If your business sells to a contact or household, an account represents the contact and household you sell to.
Account Auxiliary Classification 1	Multiple auxiliary classification codes associated with the account Select this child object to enable account assignment by all account auxiliary classification 1 values.
Account Auxiliary Classification 2	Multiple auxiliary classification codes associated with the account Select this child object to enable account assignment by all account auxiliary classification 2 values.
Account Auxiliary Classification 3	Multiple auxiliary classification codes associated with the account Select this child object to enable account assignment by all account auxiliary classification 3 values.
Account Industry	Multiple industries associated with the account Select this child object to enable account assignment by all account industry types.
Account Organization Type	Organization type classification code assigned to the account Select this child object to enable account assignment by all account organization types.

Sales Account Assignment Object Attributes and Corresponding Customer Attributes

Here's a list of sales account assignment object attributes and corresponding customer attributes, as shown on the Profile and Classification nodes of the respective information tree.

Sales Account Assignment Object Attribute	Corresponding Sales Attribute
Geography Identifier	Sell-to Address
Industry	Primary Industry: The primary classification code for the classification category defined in profile option Industry Classification Category.
Organization Type	Primary Organization Type: The primary classification code for the classification category Organization Type defined in profile option Industry Classification Category.
Organization Size	Organization Size
Named Account Type	Named Sales Account Indicator
Party ID	Party ID
Auxiliary Dimension 1	The primary classification code for the classification category defined in profile option Industry Classification Category for Auxiliary Dimension 1.
Auxiliary Dimension 2	The primary classification code for the classification category defined in profile option Industry Classification Category for Auxiliary Dimension 2.
Auxiliary Dimension 3	The primary classification code for the classification category defined in profile option Industry Classification Category for Auxiliary Dimension 3.