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Schedule option to run Territory Assignment Rule.

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    Dan Kallman

    Hello,

    Thank you for the suggestion. Can you please share details of your process after an account is created? Is there any reassignment process or workflow that updates the record owner, or any data change review process that confirms the address? 

    It may also be worthwhile to evaluate Veeva Align. Align's assignment rules are able to consider data on the account, addresses, product metrics, and account hierarchy to generate a rules-based alignment. The majority of Align customers schedule alignments to recalculate nightly based on any data changes.

    Thanks,
    Dan

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