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Sales Lead Assignment Queries (Doc ID 2655191.1)

Last updated on APRIL 02, 2020

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.13.19.10.0 and later
Information in this document applies to any platform.

Goal

How does territory based assignment with rule filtering work for Leads? Currently we are using rules based assignment but would like to also enable territory assignment. Can you please share materials on how to achieve this requirement?

1. If we are going to enable the Territory based assignment, we can still run the existing Resource based assignment that we have.

2. If we are going to enable to the Territory based assignment, we can opt not to use rule filtering with it. Or is it required to use rule filtering?

Solution

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In this Document
Goal
Solution
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