Batch Assignment Of Lead To Territories (Doc ID 2263319.1)

Last updated on JULY 10, 2017

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.1.11.1.0 to 11.1.11.1.0 [Release 1.0]
Information in this document applies to any platform.

Goal

QUESTION #1
How to run Batch Assignment of Leads to Territory based on Geography?
To Assign Leads based on Geography only , after following KM doc "Territory Assignment On Simplified Lead Based On Contact Address Only (Doc ID 1983118.1)", it worked to assign leads based on geography by clicking on "Run Assignment" button in Lead manually.
Please specify what job to be ran for Batch Assignment of Lead to Territories.

QUESTION #2
Please specify what has to be done to automatically assign leads to territory as Lead is created or updated?
 

Solution

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