Assignment query
Here, the user can find the various options as explained below to set the conditions required within the rule:
Assign Owner: Select the user who should be assigned as the owner to the records.
Assign Territory: Select territory which should be assigned to the records. If users want to assign only the owner to the records, they can leave this blank.
Location Agnostic: This option will be visible only when a territory is selected in the Assign Territory field. It will be deselected by default and will have an effect on the assignment of the territories and owners as explained below.
Not selected - If the option of Location agnostic is not selected, the selected territory and the owner will be assigned to only those records which satisfy the query and also lie within that selected territory based on the respective latitude or longitude values of the records. For example, a territory for Staten Island has been selected and the condition in the query says, Accounts with Annual revenue greater than 100K USD, then Staten Island territory and the selected owner will be assigned to only those records which have annual revenue greater than 100K as well as they lie within Staten Island based on the latitude and longitude values of the records.
Selected: If the option of Location agnostic is selected, then the selected territory and the owner will be assigned to all the records from the selected view that satisfy the query irrespective of the latitude and longitude values of the records. For example, a territory for Staten Island has been selected and the condition in the query says, Accounts with Annual revenue greater than 100K USD, then Staten Island territory and the selected owner will be assigned to all the Accounts from the selected view which have annual revenue greater than 100K, even if they lie outside the Staten island based on the latitude and longitude values of the records.
Query Mode: There are two Query Modes:
• Simple: If query mode is selected as Simple then it will show all the system views. User can select a System view to consider the respective records.
• Advanced: If query mode is selected as Advanced, the user can put the required Fetch xml in the field as shown in the below screenshot.
To create a Fetch XML query, go to Advanced find > Select the entity and the required filters > Download Fetch XML
Priority: If multiple Territory Assignment Rules are created and while assigning territories a record satisfies more than one rules then this field will decide the priority of the rules to be assigned among the list of rules. Where 1 is the highest priority and the priority keeps decreasing as we go to a higher number. For example, let’s say three Territory Assignment rules are created with the priorities given as 1, 2 and 3. While assigning territories, if a record satisfies all the three rules, then first, it will check the priority of those three rules and 1 being the highest priority, the respective territory and the owner will be assigned to the record as per the Territory assignment rule with Priority 1.
Last modified 2yr ago