Configure Territory Assignment Workflows for Custom Entities

  1. Follow Steps 1 – 3 from configuring geocoding workflow for custom entities. This will help you create a new workflow.

  2. For the Record fields change option, select all of the address fields to ensure the territory is changed when any of the address fields is changed as shown below:

3. Click on ‘Add Steps’ and add ‘AssignTerritoryWorkflow.AssignTerritory’ assembly as shown below:

4. Click on ‘Set Properties’ and set the address parameter as shown below and Save this:

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