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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?

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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.
Note: Exclusion from Mass Assignment / Test Assignment can be configured at the Account level via the IsExcludedFromRealign and/or Exclude_from_Zip_to_Terr_Processing_vod__c fields located on the Account object. The Exclude_from_Zip_to_Terr_Processing_vod__c field involves not only Zip to Terr but Brick to Terr records.

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