Question:

Is it possible to automate the Territory utilities-related processes in Veeva CRM?

Answer:

The following list contains all important Territory Management / Utilities related jobs:

1. Rebuild Veeva Territory Rules - It is not possible to automatize this process.
2. Test Territory Assignment / Run Mass Assignment - It is also not possible to automatize this process.
3. SFDC Assignment Process - It is not recommended to perform this action. However, SFDC technically allows the following way to run SFDC Assignment Rules when an account is being edited. See Run territory assignment rules when you edit an Account.

Related Documentation:

CRM Help Documentation:

• Territory Management Overview

Salesforce Documentation:

• Run territory assignment rules when you edit an Account

Knowledge Base:

• Explanation of the Territory Utilities and Salesforce Assignment Rule Processes in Veeva CRM