Marketing Territories - SMC

[avreddy2007]

Hello Experts,

Can we bring the marketing territory rules from C4C Sales Cloud into SMC? if we can bring them how can we assign those to get the sales rep's assigned as account teams into accounts/ contact?

Thanks

Regards

Venu

[SCHNEIDERT · Accepted solution]

Hi Venu,

could you maybe elaborate a little bit more what you are trying to achieve? What do you mean with "territory rules" in SAP Marketing Cloud?

The replication of the Account Team from Sales Cloud to SAP Marketing Cloud is not a standard scenario. Therefore a while ago we developed our own iFlow to get the Account Team from Sales Cloud to SAP Marketing Cloud using the API_MKT_CORPORATE_ACCOUNT_SRV with Endpoint /AccountTeamMembers (https://api.sap.com/api/API_MKT_CORPORATE_ACCOUNT_SRV_0002/resource).

But of course you first have to define what is your use case and if that would bring any added value for you if you have that team in SAP Marketing Cloud.

Let me know if I can help you further.

BR Tobias

[avreddy2007 · Accepted solution]

Thanks Tobias for the reply. Actually in C4C Sales cloud we don't maintain the account team for the account, we have territory rules created to assign a sales rep automatically for this reason we want to bring the same rules to SMC is it possible to bring the territory rules from C4C to SMC. I'm kind of guessing that it is not possible to bring the rules it self but we can write our own iFlow to bring the sales rep from C4C to Account team.

Pls advise?

[SCHNEIDERT · Accepted solution]

Hi vinod.reddy9,

okay, got it.

As you already said it is not possible to bring the rules itself to SMC. But yes, I also think building a custom iFlow would be possible. The "rule" or logic itself has then to be implemented on CPI.

Think you first have to have the Sales Reps also as Employees in SMC. Then you can maybe use the API_MKT_CORPORATE_ACCOUNT_SRV to add Employee XY to Corporate Account YZ with a rule like that "if the zip Code (or region or any custom field you use to mark the territory) is 12345 then assign Employee XY with role AEXE (Account Executive) to Account YZ".

So, for sure you have to write a concept and think through which API calls in detail you need, but I can imagine this is possible.

If you do so and come to specific questions do not hesitate to ask again, maybe I can help 🙂

BR Tobias