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Manage Affiliation Alignment Rules

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Manage Affiliation Alignment Rules

Define affiliation alignment rules to automatically align affiliated accounts to specific territories. Create rules based on criteria such as account type, affiliation role, and specialty to ensure accounts are assigned correctly.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
User Permissions Needed
To define affiliation alignment rule Life Sciences Commercial Admin permission set

Prerequisites:

  1. From the App Launcher, find and select Admin Console.
  2. Select Territories, and then select Affiliation Rules.
  3. Click New.
  4. Select the required territory and its subordinates from the appropriate level in the territory hierarchy, and click Next.
  5. To apply the rule to child territories, select Apply Rule to Child Territories.
  6. Select an account type, and select an affiliation role.
  7. Optionally, select Specialty, and click Submit.
  8. Save your changes.

    When you delete an affiliation alignment rule for a parent territory that has the Apply Rule to Child Territories option enabled, all the corresponding child affiliation alignment rules are also deleted.

    Similarly, if you edit an affiliation alignment rule and deselect Apply Rule to Child Territories, the child affiliation alignment rules are deleted.

After you define the affiliation alignment rules, run the territory management jobs to align affiliated accounts according to those rules. See Run Territory Management Jobs.

 
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