Account alignment jobs and product territory alignment
How the Align Account, Zip and Brick to Territory jobs and affiliation alignment rules turn territory assignments into Provider Account Territory Info records and sharing, and how products and product messages are aligned to, inherited by and excluded from territories, interactively or in bulk.
Given a scenario, configure Territory Management and assignment rules for account and product alignments.
~8 min read · 18 practice questions
What the exam expects
- Choose the account alignment job (Align Account, Zip or Brick to Territory) from how the territory assignment is expressed, and diagnose a job that aligns zero accounts.
- Check account eligibility and address eligibility before an alignment run, and predict how the job cleans up removed assignments.
- Configure affiliation alignment rules, including their criteria and child-territory propagation.
- Scope a Run Now execution to part of the territory hierarchy.
- Align, inherit and exclude products and product messages across territories, interactively or through a bulk import.
- Map Provider Account Territory Info fields correctly in an integration.
Key terms: Provider Account Territory Info (ProviderAcctTerritoryInfo), an account's engagement data within one territory; Object Territory Association, the standard account-to-territory link; Territory Geo Assignment Rule, a geographic rule with a GeoCodeType; affiliation alignment rule, aligns affiliated accounts to territories; Product Territory Availability, aligns a product to a territory; Product Territory Detailed Availability, the per-territory records built from it.
Key facts
- Detail
- Account IsActive true and a primary Healthcare Provider
- Detail
- Inactivated and unshared by Align Account to Territory
- Detail
- IsTerrAssignmentExcluded = true
- Detail
- Account Type, Affiliation Role, optional Specialty
- Detail
- Default 200, set by slider
- Detail
- Queued
- Detail
- Draft assigned automatically
- Detail
- Lowest level of territories only
- Detail
- Life Sciences Commercial Admin permission set
Sources for this section (7)
- Territory Management Batch Jobshelp.salesforce.com (opens in a new tab)
- Manage Affiliation Alignment Ruleshelp.salesforce.com (opens in a new tab)
- Run Territory Management Jobshelp.salesforce.com (opens in a new tab)
- Product Territory Alignmentshelp.salesforce.com (opens in a new tab)
- Create Alignments in Bulkhelp.salesforce.com (opens in a new tab)
- Align or Exclude Messageshelp.salesforce.com (opens in a new tab)
- Align or Exclude Productshelp.salesforce.com (opens in a new tab)
- When you schedule a territory management job instead of using Run Now, which recurrence options can you choose?
- Why can NextProviderVisitObjective on a Provider Account Territory Info record change after a rep submits a visit?
- What two outputs does the Build Product Territory Detailed Availability action return?
- Which alignment state aligns a territory together with its child territories in one selection?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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