Simplified Lead Assignment Not Assigning Correctly
(Doc ID 2539580.1)
Last updated on APRIL 04, 2024
Applies to:
Oracle Fusion CX Sales Cloud Service - Version 11.13.19.01.0 and laterInformation in this document applies to any platform.
Goal
Lead is created with a new Account and new Contact associated. The Lead has a primary product and Contact Address of Greece. When assignment runs it's assigning all Lead Territories. Screenshots of Lead, Territories, Mapping Set Details and Diagnostic Log is attached. Diagnostic Log shows that the Geo element is translating to more than just Greece, which is then matching to all Lead Territories:
Function Code=Geo,Translated values=(300000000273907,Greece),(300000046888955,South East Europe),(300000032206222,Europe),(300000001890844),(ANY)
We have also tried the configuration for Leads not associated with a Contact/Account but this also did not yield the correct assignment results.
Territory Assignment On Simplified Lead Based On Lead Address Only (Doc ID 1983118.1)
Solution
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In this Document
Goal |
Solution |
References |