Schedule option to run Territory Assignment Rule.
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There should be an option available in the system to schedule the periodic run of territory assignment rules. This is required to ensure new customers are automatically assigned to the users territory as at present. We are seeing cases were newly created customers are not assigned to territory until we manually run the assignment rule. Many customers are getting created on a daily basis and it is not feasible to run the assignment rule based on that.
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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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