C4C Sales - Territory Team assignment

[soren_bessermann]

Hi.

We have started looking into using Territories in our C4C Sales solution. In this context we came around the topic of assigning employees to Territory Teams.

Is there a way to automate this, i.e. when an employee is assigned to a specific org. unit, same employee is assigned to corresponding territory team? Or is this a purely manual process?

Best regards

Søren Bessermann

[mjveerhuis1]

Hi Soren,

An employee is assigned to an organizational unit with a function and has sales area data attached to his employee record. The territory structure is a seperate structure where you can assign a employee to one territory or assign multiple employees as a team to one territory. In the latter you also make one employee responsible for the team.

As it concerns 2 structures and often only some of the employees (sales) assigned to the organizational model are also assigned to a territory, changes in one structure does not automatically lead to the change of the other structure. There is no way to automate this e.g. set up a workflow rule that based on eg. organizational unit assignment the territory assignment of the employee is effectuated. Assigning employees in mass to a territory can be done by using the data workbench.

So it is important that a (maintenance) process is in place to support the on and off boarding of (sales) employees. Fortunately the (automatic) realignment of territories in relation to the accounts and documents is supported.

Kr.

MJ