Assignment Plan Use Cases
Know which person or group of people (e.g. office, service location) will handle that record
Know which area-specific rules/processes apply to that record
For example, your fee structure may be based on the poverty level of the area or you may need different documents filed based on local laws
Use area-specific information to enhance your business/organization decisions and processes
Often the information you need to provide your internal teams, customers, or clients is determined by where a record is located. For example, maybe for each record you want to know approved local venues, local governmental regulations and people, local support resources, timezone, demographic data.
You can find step-by-step instructions for setting up assignment plans in our support documents. This document is intended to give you guidance on how to configure assignment plans to meet some common use cases.
Set up Assignment Plans for:
Different territories for different functions – e.g. Sales and Service Territories
Hierarchal territories - e.g. Territory Rep and Territory Manager
Overlapping territories – e.g. Realtors, Case Workers, etc.
Updating other fields or ownership based on Assignment
Aggregating area-based information
Integrating with Salesforce’s Territory Management
Different territories for different functions
Sometimes you may define geographic regions differently for different purposes. For example, perhaps your Sales reps cover smaller areas than your Service reps, and you want to know both the sales and service areas of your accounts (or whatever object you want assigned).
|SALES TERRITORIES||SERVICE TERRITORIES|
There are two ways you can handle this situation. Most of the time, you will only have a couple of territory types, like in the above example, and having multiple assignment lookup fields is the way to go. For the above example, you would:
Add two Geopointe Assignment Area lookup fields to your map object, e.g. Sales Territory and Service Territory
Create two Assignment Plans, e.g. Sales Plan and Service Plan
Define Areas for each plan.
There are many different ways to implement hierarchical territories, and the best way to implement them depends on your business needs. Some possible approaches are as follows:
Use multiple Assignment Plans, much like detailed above in “Different territories for different functions.” The smaller territories shown above left could represent Territory Rep regions. The larger territories shown above right could represent Territory Manager regions.
Use formula fields. Let’s say you have Service Managers that are each responsible for contacts within a county. Groups of 4 counties are managed by Regional Coordinators. You could have 1 Assignment Plan and 2 fields on the Contact:
Service County: Lookup(Geopointe Assignment Area) Service Region: Formula(Text)
Sometimes records need to be assigned to multiple regions of the same type because the regions overlap. Example scenarios when this could occur is when you want to know whose delivery areas a house falls into or which Health Care Aides coverage areas a particular client falls into. This is the perfect time to use Custom Assignment Objects. In these cases, you would create an Assignment Area for each delivery service / Health Care Aide / etc.
Sales Rep = Assignment__Area__r.User__r.FirstName & Assignment__Area__r.User__r.LastName
If you would like the user associated to the area to become the new record owner, check the "Reassign Owner" checkbox on the Assignment Plan. For Leads and Cases, you can use the Salesforce Assignment Rule functionality to determine ownership by checking "Run Assignment Rule."
Aggregating area-based information
Sales Territory (Lookup(Geopointe Assignment Area)) Assignment Area Name (Formula (Text))
Assignment Area Name (Text) = Sales_Territory__r.Name.
Assignment Area Name equals Area Name.
Part 2: Create a mechanism to invoke Territory Management rules
Although Salesforce allows Case and Lead Assignment Rules to be invoked from Apex, they do not yet allow Territory Management rules to be invoked from Apex. If this were possible, Geopointe could run the rules automatically. But, since it isn't possible, you need to create a mechanism yourself. You can vote for the run-from-Apex idea here: https://success.salesforce.com/ideaview?id=08730000000BqRXAA0.
Creating a mechanism to invoke the Territory Management rules will require custom coding. The outline for one approach can be found here: https://developer.salesforce.com/forums/?id=906F00000008vLTIAY