Tracking Manual Territory Alignment History
The Manual Territory Alignment History object in Vault CRM tracks when end users manually add an account to their territory in order to document interactions. Records of this object provide an auditable history of when an account was manually assigned to a territory that can be used by business admins and other management groups for both reporting and for use in territory alignment decisions.
Manual Territory Alignment History records are automatically created whenever a user manually assigns an account to their territory, and contains references to the user, account, the account’s previous territories, and the account’s new territories.
Who can use this feature?
- Browser, iPad Users
- Users do not require an additional license
- Business Admin Users, End Users
Configuring Manual Territory Alignment Tracking for
All Users
To configure this feature:
- Ensure Configuring Territory Management is complete.
- Grant the following permissions:
Object
Object Permission
Object Types
Fields
Field Permission
manual_territory_alignment_history__v
CRE
manual_territory_alignment_history__v
- name__v
- user__v
- account__v
- new_territories__v
- previous_territories__v
- source__v
- platform__v
Read
Using Manual Territory Alignment History Records as
All Users
The manual_territory_alignment_history__v object tracks the manual assignment of an account to a territory when added via one of the following features:
manual_territory_alignment_history__v records are not created when the account is added to the territory using Network Account Search. For more information, see Territory Assignment.
When an account_territory_loader__v record is successfully created or updated via one of the above features, a manual_territory_alignment_history__v record is created with the following fields:
- user__v – References the user who initiated the manual alignment
- account__v – References the account the user manually aligned
- new_territories__v – The list of all selected territories added to the territory_to_add__v field on the account_territory_loader__v. Territories are listed in semicolon separated format.
- previous_territories__v – The list of all territories the account was aligned to prior to the manual alignment. Territories are listed in semicolon separated format.
- source__v – How the manual alignment was initiated. Available values are:
- global_account_search__v
- stakeholder_navigator__v
- platform__v – The platform the user used to perform the manual alignment
If the user manually assigns multiple accounts to their territory at once, one manual_territory_alignment_history__v record is created for each account added.
