Contents:

• Overview
• Use Cases
• Customization
• Matched Record
• Territory Type
• Assignee Role
• Routing Schedule
• Update Field
• Set Variable to Routed Territory
• Advanced Settings
• Summary

Overview

The Route to Enterprise Territory Management (ETM) Model Node will allow you to leverage your robust Salesforce Enterprise Territory Management structure within LeanData’s FlowBuilder Interface.  You can utilize the contextual routing LeanData offers with the territory segmentation and structure of your existing Salesforce ETM in one out-of-the-box node. Currently available in all standard Salesforce objects router.

Please note: This node will only reference your existing Enterprise Territory Management Model for routing purposes. This node will not be accessible if you do not have an active Salesforce Enterprise Territory Management Model. 

LeanData relies on the territory being assigned to the Account (or Lead in some setups) by your ETM rules in order to make the assignment in the Route to ETM nodes. If the territory is not established on the Account by your ETM Rules then LeanData will not be able to assign the routed Lead based on that territory.

 

Use Cases

• Maximize Salesforce ETM functionality: Easily refer to your existing ETM model for routing efficiency.
• Reduce Time Spent Searching ETM: Save time and minimize mistakes when building assignment rules in FlowBuilder.
• Shorten Time-to-Value: See immediate value and impact after your ETM configuration, leveraging our routing to optimize your revenue orchestration.

Example: Kathleen is the LeanData Admin for ByteFusion Technologies. The team has spent several months building and adjusting Enterprise Territory Management in Salesforce. The revenue operations team wants to use the roles in their Account territories for the purpose of assigning new Leads.  She uses a Route to ETM Model node after the Account Match node to reference the proper ETM Territory Owner and assign new Leads based on the Account's ETM Territory.

 

Customization 

You have a number of options to configure the node.

• Node Name
• Matched Record
• Territory Types
• Assignee Role
• Routing Schedule
• Update Field
• Set Variable to Routed Territory
• Advanced Settings

 

Node Name

By default, the Node Name is set to Route to ETM Model. You can change this label to anything you need. Please give this node a descriptive name to help yourself and others to quickly recognize understand the function of this node in your graph.

 

Matched Record

Salesforce's Enterprise Territory Management feature can be used with both Leads and Accounts. The Matched Record section allows you to select which you would like to reference. You can choose from Routed Lead or a previously matched Account or matched Lead to identity for which object you are referencing ETM.

 

Territory Type

Select the ETM Territory Type you would like to assign this record to using the Territory Type dropdown. Click the Add Type button to add the Territory Type. Repeat to select other Territory Types.

When selecting multiple Territory Types, you will have to set the priority order using the drag handles on the left. LeanData will reference your selected Territory Types starting from the topmost and working down.

Assignee Role

Select the Territory Role you would like to assign the record to. If there is more than one User with the same role, LeanData will use the Territory User Tiebreaker to select the appropriate User.

 

Routing Schedule

By checking the Respect User's Schedule box, you will have the option to have LeanData check whether the intended User is currently working before assigning the record to that User. You have the option of selecting which component of a User's schedule to respect. For example, you can choose to respect Pausing but not Working Hours, Vacations, or Holidays. Selecting any of these options will give you another fallback option under Advanced Settings to direct what you would like LeanData to do in the case that the assignment is outside of the intended User's schedule.

Update Field

You must select which User field you wish to update on the record. By default, the Owner field will be selected, but you can select other User Lookup fields if you intend to update a different field.

 

Set Variable to Routed Territory

In order to reference the selected ETM Territory later in your Routing graph, you must store the territory in a Variable. Type in a name you would like to use for this Variable.

 

Advanced Settings

The Advanced Settings section gives you fallback options for the routed record and the ability to send the record to the next node of the graph as needed. 

• Record Already Assigned to Owner: By default, if the record is already owned by the intended recipient, LeanData will perform no assignment. This edge will be disabled by default. If you wish to take a different action in this scenario, you can use this edge to direct the record to some additional nodes. 
• No Territory Found: Use this option to direct LeanData on what to do if unable to find  based an ETM Territory based on the parameters set in the node.  If you don’t want LeanData to take any further action, select End of Flow.
• Invalid/Inactive User: This is a fallback condition in the event that the intended User is not active or invalid at the time of the routing. By default this will be set to End of Flow.
• Out of User Schedule: This option only appears if you have selected Respect User's Schedule in the Routing Schedule section above. This will allow you to direct a record towards another path if the intended owner is outside of their schedule.
• Variable Not Found: This edge will determine what LeanData will do in the case the variable selected in the Matched Record section above cannot be found.
• Next Node: This option allows the record to be directed to a subsequent node in the Router graph after the owner has been assigned, if you would like to take additional actions. You can also set this node to End of Flow if no further actions are needed. 

 

Summary

The Route to ETM Model Node will allow you to assign a record based on a Lead's or Account's ETM Territory. This node allows you to leverage the robust and complex criteria in your Salesforce Enterprise Territory Management model for assignments in LeanData's FlowBuilder interface.