Assignment Workflow - Update Existing Assignment

1. In the specific territory (GTM object in Salesforce)
2. In the Account object in Salesforce.

Updating Assignment in GTM object in Salesforce

1. Log into Salesforce and find Search for the Territory - GTM object.
2. Click on the GTMs and you will be authorized to use the Fullcast canvas app.
3. Select the name, for whom you want to update assignment.
4. Update the Type from the drop-down menu, under which the employee has to be placed. 
5. Update the Role of user from the available drop-down menu. 
6. According to the role of user picked, the productivity profile will be calculated. Acknowledge the Confirm form every time it pops up when you make changes.
7. Update the Start and end date of the assignment and click next. 
8. Click on Save to the productivity assumptions page that appears. 
9. Click on Finish to complete updating of existing assignment. 

The assignment has been update for the particular employee and has now been recorded in the system. 

Updating assignment in Account Team Member Object in Salesforce

1. Log into Salesforce and find Account object.
2. Scroll down to find the Account Team member where you need to update the assignment. 
3. On the top right corner, click on the drop-down near Change role and select update assignment, clicking on which will authorize you to use the fullcast assignment through Salesforce.