Making Changes to Assignment Plans

After building out an Assignment Plan, there's a good chance that some records, shapes, and assignments will change at a later point. When changes occur, there are important steps to take to ensure assignments stay up-to-date.

It's important to note that the scheduled Assignment Plan batch job will only review and update records that don't have an assignment, known as a Delta job. This Delta job ensures newly-added records get assigned, but it won't update an assignment if a record address has changed or an area's shape has been adjusted. Why? Because it is only searching for and updating blank assignments, so it will ignore all previously-assigned records. 

This is where the All batch job comes into play. Consider the scenarios below.

Addresses or Assignment Areas Were Changed

For the reasons explained above, you should process an All Batch Job when any previously-assigned records should receive a new assignment, or if a different user should be assigned ownership of records in an area. This is necessary when:
  • Record address(es) have been changed and records are now located in a different Assignment Area
  • Assignment Area shapes were adjusted and additional records now reside inside that shape
  • The owner assigned to an area has changed
  • Any other scenario where an assigned record should be re-assigned

What to Do

From the Assignment Plans tab in Geopointe Setup, click All under the Batch Assign column on the far right. You can check progress on the Batch Jobs tab. When it completes the job(s), these records should have moved to their correct area.

Note that an All job takes much longer to run than a Delta job (the scheduled job), because it will re-evaluate every record. 

As a best practice, you should run an All job once a month to catch any record address changes in Salesforce. If you make a change to a shape, you only need to process the All job once, upon making the change. 

A SOQL Filter Was Added/Changed on the Assignment Plan

Adding a SOQL filter can result in significant changes to assignments. For this scenario, it's best to erase all Assignment Plan content and re-assign.

What to Do

1. Save the plan with the new SOQL filter intact.

2. Click the Deactivate link (found on the left in the Assignment Plans tab). A batch job will run to clean up and erase all assignments.

3. When the clean-up job is completed (which you can monitor from Batch Jobs), Reactivate the plan. It will then assign the records with the SOQL filter in place.

Important: If you have the Grandfather Records checkbox checked, records that have already been assigned but do not meet the new SOQL filter criteria will not be unassigned even after deactivating the plan and running the cleanup job. Use this with caution in those scenarios.