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Territory Management Batch Jobs
Territory management relies on dedicated batch jobs to handle large-scale data processing. These jobs automate the critical task of aligning accounts to specific territories, whether through explicit mappings loaded from external systems or based on geographical representations like zip/postal codes or bricks.
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. |
After the Account to Territory, Zip to Territory, and Brick to Territory jobs are run, the Affiliation Alignment job runs automatically if Affiliation Rules have been created in the org. The job looks at the rule criteria Account Type, Affiliation Role, and Specialty that have been created and aligns any Accounts based on Provider Affiliations that meet the criteria for the specified territory(s).
Align Account to Territory
This batch job processes and synchronizes large volumes of manual account-to-territory assignments created by users directly through Salesforce's standard territory management tools or loaded from external systems. It carries out two primary functions:
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It automatically generates or updates corresponding Provider Account Territory Info records and sharing permissions to match manual territory assignments when accounts are manually linked.
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It generates territory-based sharing records and removes orphaned territory assignments and sharing records for inactive accounts or removed manual assignments. Additionally, a Provider Account Territory Info record without a corresponding Object Territory Association record is inactivated and unshared from the territory. This automates cleanup and avoids separate manual maintenance of accurate sales representative access.
Align Zip to Territory
This batch job automates account assignment to territories using predefined Postal/Zip code mappings. A Postal/Zip code defines a postal region, primarily used in the United States. The job processes account and address information to link providers to territories by applying configured geographic assignment rules. It automatically creates and updates the necessary records, providing sales reps with proper access.
Align Brick to Territory
This batch job establishes territory-to-account alignments using preconfigured brick mappings. A brick is a distinct geographical segment, predominantly used in Europe. The job systematically analyzes account and address data. Then, it applies established geographic assignment rules to integrate providers into sales territories. This process leads to the automatic creation and updating of essential records, guaranteeing sales reps appropriate access without manual effort.
- Run Territory Management Jobs
Automate the processing of large record volumes by running the Align Account to Territory, Align Zip to Territory, and Align Brick to Territory batch Apex jobs from the Admin Console. You can track their status and terminate them from Setup as needed.
