Creating Exclusive Assignments in Align
Align operational users can prevent accounts from being assigned to multiple territories either globally or within the same field force. Additionally, administrators can designate accounts from a certain source as exceptions to these rules, allowing these accounts to be assigned to multiple territories at once. This grants greater control over the assignment process.
Who can use this feature?
- Align Operational Users - Browser
- Enabling Exclusive Assignments for an Align Account Territory
- Users require an Align License
Configuring Exclusive Assignments for
Align Operational Users
To configure Exclusive Assignments:
- Navigate to Align > Align Admin > Align Settings (Production).
- Edit the appropriate record. This feature is supported for both Global and Field Force specific settings.
- Select the account_exclusivity__v checkbox.
-
Select the appropriate source from the account_exclusivity_exceptions__v picklist. This step is optional.
The account_exclusivity_exceptions__v picklist populates with the values from the source__v field on the aln_account_territory__v object.
- Select Save.
Enabling Exclusive Assignments for an Align Account Territory for
Align Operational Users
To enable exclusive assignments for specific Align Account Territory or Model Align Account Territory records:
- Edit the appropriate aln_account_territory__v or aln_account_territory_model__v records.
- Select the exclusive_assignment__v checkbox. Records with the exclusive_assignment__v checkbox selected are granted priority when resolving exclusive assignments.
- Select Save.
Records with the exclusive_assignment__v checkbox selected are granted priority when resolving exclusive assignments.
The following logic is applied to manually created assignments when there are simultaneous account assignments between multiple territories:
| Existing Assignment is Exclusive | Existing Assignment is Not Exclusive | |
|---|---|---|
| New Assignment is Exclusive | The existing assignment is maintained, the new assignment is ignored | The existing assignment is end-dated and new assignment is applied |
| New Assignment is Not Exclusive | The existing assignment is maintained, the new assignment is ignored | The existing assignment is maintained, the new assignment is ignored |
Account territory assignments are ignored if the record’s source__v field is listed as an exception in the Align Settings.
Assignment previews also support exclusive assignments. If an account is assigned to multiple territories during a preview and one of those territory assignments is exclusive, all other assignments are end-dated.
If an assignment preview results in multiple exclusive assignments for the same account, the list of conflicting account assignments displays in the Exclusive Assignment CSV file from the downloadable Assignment Preview and assignments are not created.
