Product-territory alignment states and inheritance
Key Takeaway
By default, a child territory inherits its parent territory's products. Setting Territory Exclusion on one child territory removes a product there, while the parent and its other child territories keep it.
Product-territory alignment in Life Sciences Cloud controls which products and product messages are available in which territories, so the correct user has access to the correct product in the correct territory. Alignments let users target their product efforts, reduce errors, and comply with regulatory standards.
How products reach a territory
Three mechanisms decide which products a territory has: direct alignment, inheritance from a parent territory, and exclusion.
- Inheritance: by default, alignments are inherited downstream. A product aligned to a parent territory is automatically available to its child territories.
- Direct alignment: a product aligned directly to a territory is available there regardless of other hierarchy-based rules. A child territory aligned directly to a product has access to it even when its parent territory isn't aligned.
- Exclusion: an excluded child territory doesn't inherit its parent's product alignment. The product is unavailable in that child territory even when the parent territory is aligned to it.
Users in a territory get every product that the territory has through direct alignment or inheritance from a parent, unless the product is excluded there.
Product messages build on product alignment, because product messages are assigned to the territories that are aligned with a product.