Question:

During Mass/Test Assignment, How are Accounts Selected Based on the Include In Territory Assignment and Primary Fields of the Address object in Veeva CRM?

Answer:

The Test/Mass Assignment process queries existing Addresses in Zip to Terr/Brick to Terr records.

The logic is as follows concerning these two fields:

1. In the event, the Primary_vod__c field is checked on the Address record, the Test Assignment / Mass Assignment process will consider the Address record.
2. In the event, the Primary_vod__c field is not checked, but the Include_in_Territory_Assignment_vod__c field is checked, the Test Assignment / Mass Assignment process will consider the Address record.
3. In the event, the Primary_vod__c field is not checked, and the Include_in_Territory_Assignment_vod__c field is not checked, the Test Assignment / Mass Assignment process will not consider the Address record.
4. If both fields are checked, the Test Assignment / Mass Assignment process will consider the Address record.

Related Documentation:

CRM Help Documentation:

• Territory Management

Knowledge base:

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