Request Opportunity Resource Assignment
Use the Request Opportunity Resource Assignment scheduled process to run rule-based assignment on opportunities. During this process, assignment processing executes a set of rules, as defined in the profile option, Sales Team Member Assignment Rule Set Group, to find matching candidates for opportunities.
If matching candidates are found, they're added to the opportunity team. Note that team members for whom lock assignment is disabled will be replaced if they no longer match the assignment rules.
When to Use
This scheduled process:
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Assigns sales resources to an opportunity based on a set of rules such as assigning sales team members, including the opportunity owner.
Privileges Required
Verify that you have the following roles or privileges:
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Roles:
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Sales Administrator
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Setup User
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Before You Start
Review the following before scheduling this scheduled process:
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Recommended Frequency
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See the table containing the view criteria information in the Parameters section.
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Compatibility:
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This scheduled process is incompatible with itself. These scheduled processes should not be requested to run in parallel against the same opportunity batch, to avoid potential locking issues.
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High volume opportunities and revenue lines impact the performance.
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We recommend that you don't run multiple instances of this scheduled process in parallel.
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Parameters
Parameter |
Optional or Mandatory |
Description |
Parameter Values |
Special Combinations Required |
Notes |
---|---|---|---|---|---|
View Criteria Name |
Mandatory |
Specify a view criteria name from the View Criteria table. |
See the View Criteria table. |
None |
Not applicable |
View Criteria Bind Values |
Optional |
Specify the view criteria bind values of the associated view criteria name from the View Criteria table. |
See the View Criteria table. |
None |
Not applicable |
Number of Work Objects per Sub Process |
Optional |
Specify the number of work objects per sub process. |
We recommend that you use the default value. |
None |
Not applicable |
Maximum Sub Processes per Process |
Optional |
Specify the maximum number of sub processes per process. |
We recommend that you use the default value. |
None |
Not applicable |
Metrics Logging Interval |
Optional |
Specify the metrics for logging interval. |
We recommend that you use the default value. |
None |
Not applicable |
Refresh Forecast Automatically |
Optional |
Specify if the forecast must be refreshed automatically. |
We recommend that you use the default value. |
None |
Not applicable |
Diagnostic Mode |
Optional |
Used for troubleshooting purposes. |
Not applicable |
Not applicable |
Not applicable |
If the view criteria is relevant for your business, use the information in the Recommended Run Frequency column. Typically, most implementations don't use all of the view criteria.
View Criteria Name |
View Criteria Description |
View Criteria Bind Values |
Recommended Run Frequency |
---|---|---|---|
OpenOpportunitiesUpdated InLastNDays |
All open opportunities which were updated in the last 30 days. Optionally, the user can enter a different number of days. |
|
Daily |
OpenOpportunitiesUpdatedInLastNHours |
All open opportunities which were updated in the last number of hours. Optionally, the user can enter a different number of days. |
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Multiple times per day |
OpportunityForImport BatchVO |
All opportunities imported through the given bulk import batch ID. Value for BatchId is mandatory. |
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Run on need basis as per business requirements |
OpenOpportunities ByCreationDate |
Open Opportunities created in the last 90 days. Optionally, the user can pass a different date range. |
|
Daily |
OpenOpportunities ByEffectiveDate |
Open opportunities that have an expected close date in the last 90 days. Optionally, the user can pass a different date range. |
|
Daily |
SalesAccountUpdated InLastNDays |
All open opportunities whose sales account got updated in the last 30 days. Optionally, the user can pass a different number of days. |
|
Daily |
ClosedOpportunities ByCreationDate |
Closed opportunities created in the last 90 days. Optionally, the user can pass a different date range. |
|
Daily |
ClosedOpportunitiesBy EffectiveDate |
Revenue lines of opportunities closed in the last 90 days. Optionally, the user can enter a different date range. |
|
Daily |
OpportunitySearchbyOptyNumber |
The opportunity with a specific number. |
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Run on need basis as per business requirements |
Troubleshooting Information
Use this information to troubleshoot the scheduled process:
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Warning or errors are displayed and details are captured in the scheduled process.
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Use the Diagnostic mode for detailed analysis.
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Use the Batch Assignment Progress Report or the Batch Assignment Error Report to view the details. For more information about the reports, see the Related Topics section.