1. Understanding Import and Export Management for Sales and Fusion Service
  2. How You Enable Automatic Account Assignment

How You Enable Automatic Account Assignment

You can enable automatic account assignment after importing data using import management, and setting the respective Profile Options for Account Assignment.

You can configure the following profile options:

  • Sales Account Automatic Assignment on Import Enabled (ZCA_BATCH_ASSIGN_ON_BULK_IMPORT) - Enable automatic territory based assignment after sales accounts are imported. If disabled, manually run a batch assignment or assign each sales account individually The default option is No.

  • Sales Account Automatic Assignment on Create Enabled (ZCA_SA_AUTO_ASSIGN_ON_CREATE) - Enable automatic territory based assignment processing after a sales account is created. This Profile is set to Yes for Import Management for Sales Account Assignment.

  • Sales Account Automatic Assignment on Update Enabled (ZCA_SA_AUTO_ASSIGN_ON_UPDATE) - Enable automatic territory based assignment processing after a sales account is updated. This Profile is set to Yes for Import Management for Sales Account Assignment.