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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.
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 run territory management jobs: | Life Sciences Commercial Admin permission set |
Before you get started with running territory management jobs, make sure that the required mapping or rule records are in place. For aligning account to territory, populate the account's territory mappings as Object Territory Association records. For aligning zip and brick to territory, create the Territory Geo Assignment Rule records with the UsageType set as ZipToTerritory and BrickToTerritory respectively.
To run the Align Zip to Territory batch job successfully, make sure the account's IsActive field is set to true.
To run the Align Brick to Territory batch job successfully, make sure the account's IsActive field is set to true, the account has a related healthcare provider record, and the healthcare provider's IsPrimaryProvider field is set to true.
- From the App Launcher, find and select Life Sciences Commercial, and then select Admin Console.
- Select Territories, and then select Territory Management.
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Select the batch jobs as per requirements:
- Align Account to Territory
- Align Zip to Territory
- Align Brick to Territory
- To run the batch job now, click Run Now.
- Select the required territory and its subordinates from the appropriate level in the territory hierarchy.
- You can drag the slider handle to select the batch size of the job. The default value is 200.
- Click Run.
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You can schedule the job for later.
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Select the frequency from the dropdown. You can run the job:
- Weekly, to recur every time on the selected day, by selecting the preferred start time from the dropdown.
- Daily by selecting the preferred start time from the dropdown.
- Hourly, every selected hours, by selecting the hour from the dropdown.
- Use the slider handle to select the batch job’s size. The default value is 200.
- Save your changes.
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Select the frequency from the dropdown. You can run the job:
You can view the details of the different jobs that run in a table. These include Job Name, Job ID, Job Type, Status, Start Date/Time, Completion Date/Time, and Number of Failures. You can also sort batch jobs in the table by these details.
