Align Account to Territory job for manual and externally loaded assignments
Key Takeaway
Manually assigned and externally loaded account-to-territory assignments don't show on the mobile app until you run the Align Account to Territory job from the "Admin Console". The job creates the Provider Account Territory Info records and sharing that give sales reps access.
Align Account to Territory is a Life Sciences Cloud for Customer Engagement batch job for manual account-to-territory assignments. Users can create those assignments in Salesforce's standard territory management tools or load them from external systems. For each assignment, the job creates the Provider Account Territory Info record and the sharing that give sales reps access. The job also removes assignments and sharing that are no longer valid. Until the job runs, a manually assigned account doesn't appear on the mobile app.
Alignment jobs in Territory Management
Territory Management uses batch jobs to align accounts to territories in two ways. One way uses explicit mappings, which are manual or externally loaded. The other way uses geography, based on postal codes or bricks. Choose the job by how the assignment is defined.
| Job | Aligns accounts by | Assignment definition |
|---|---|---|
| Align Account to Territory | Explicit mappings (manual or externally loaded) | AssociationCause = Territory2Manual |
| Align Zip to Territory | Geography, using postal codes | Geo rules with GeoCodeType = ZipToTerritory |
| Align Brick to Territory | Geography, using bricks | Geo rules with GeoCodeType = BrickToTerritory, GeoGroup1 or GeoGroup2 |