CRM On Demand - Administration (MOSC)

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Account Assignment Rules - Help Needed

edited Apr 28, 2010 4:29PM in CRM On Demand - Administration (MOSC) 1 commentAnswered
Hi All,

I've been sitting on an Oracle SR for 5+ weeks trying to resolve our Account Assignment rules, but have had no luck with getting the issue resolved.

The Account Assignment Rules I'm writing are very basic.

1) "Enterprise" Accounts: I have set-up a primary rule using "Exact Field Value" with the "Value(s)" being the Account Names seperated by commas.
2) State-by-State Accounts: The secondary rules are set-up using "Exact Field Value" with the "Value(s)" being the Billing US State within the territory, seperated by commas.

For some reason, all of my Accounts have been assigned to me as I am the individual who gets assigned Accounts when there is no matching rule.

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