You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Account Territory Assignment based on multi select choice list field values

Received Response
17
Views
4
Comments
edited Mar 8, 2021 9:10AM in Sales 4 comments

Content

Hi Everyone,

We are planning to implement Territory Assignment based on a custom multi select choice list field at Account level.

At Account we have a field "Operation at Country" with some values like "US, India, UK and AUS" etc...

Sales rep can select multiple values / Single value for this field.

If Rep select "US and India", then US and India territories should be assigned and if rep select only India, then only India territory should be assigned.

We have created classification code and associated with classification category as well and Enabled under "Auxiliary Dimension 1".
and implemented below script:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!