Affiliation alignment rules for territories
Key Takeaway
An affiliation alignment rule aligns affiliated accounts only to the territory it targets, because alignments don't inherit down the territory hierarchy. Select "Apply Rule to Child Territories" on the rule to extend it to the child territories beneath that territory.
Affiliation alignment rules let an admin automatically align affiliated accounts to territories in Life Sciences Cloud for Customer Engagement. Each rule uses criteria such as Account Type, Affiliation Role, and Specialty, so accounts linked through provider affiliations reach the right territories without reps aligning each one by hand. The rules take effect when the territory management jobs run in batch, not when you save them.
How to create an affiliation alignment rule
An affiliation alignment rule targets a territory and sets the criteria an affiliated account must meet. Defining a rule requires the "Life Sciences Commercial Admin" permission set.
- Set up the two prerequisites: picklist values for the Affiliation Role field on the Territory Provider Affiliation Assignment Rule object, and Care Specialty records.
- In the Admin Console, go to "Territories", then "Affiliation Rules".
- Choose the territory and its subordinates from the appropriate level of the territory hierarchy.
- Select an Account Type and an Affiliation Role. You select both on every rule.
- Optionally, select a Specialty.
- Save the rule. Saving doesn't align any accounts, so run the territory management jobs next.