Question:
What is the Difference Between (Model) Account Exclusions and Account Exclusitivity/Exclusive Assignments in Veeva Align?
Answer:
By default, the Account Exclusitivity Align Setting is set to false. In this case, the Account Rules / Targeting Rules, in turn the Align Rules Engine takes all accounts into consideration.
(Model) Account Exclusions refer to Accounts to be excluded from particular (Model) Territories during the (Model) Assignment Preview process. The exclusion can be Account and Target specific. The exclusion can be also set up at a (Model) Territory or (Model) Field Force level.
In the event Account Exclusitivity Align Setting is set to true, the initial purpose is to ensure that no account gets assigned to any territories unless the assignment is opened up to be assigned. This opening-up action can be done by setting the Exclusive Assignment field to true on the Account Territory assignments. The Account Exclusitivity Exceptions Align setting provides more options in form of sources to allow more account territories to be assigned. See Exclusive Assignments for details regarding the logic.
In case, the Account Exclusitivity setting is set to true accidentially at a global level or field force level, it has a signifficant impact on the assignments themselves and may cause unexpected results. It is recommended to test this setting in a sandbox.
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