Managing Production Plans Fullcast

The purpose of this article is to provide information and direction on the Fullcast Production Plan. The Production Plan is the plan that is actively connected and integrated with your CRM instance and can control your policies. As of now, you can only make one plan a Production Plan in Fullcast.

Create a New Plan

Access your Fullcast instance and click your plan in the top left corner of the Fullcast header.

On the Plans page, click Add Plan.

Provide a name and description for the plan.
Click the checkbox to enable export for this plan if applicable.

Note: This action will transfer all the organized data, industry updates, team member updates, and account team updates from the Design App.

Configure your Rerun Rules based on the information provided in the table below.

Note: If Accounts are being routed using the Fullcast routing policy, the auto-rerun rules can recognize which territory an account was routed to and place the account into the same territory in Fullcast. If "Ignore Route Object for Rerun Rules" is checked, then the auto-rerun rules logic will ignore how the account was routed in Salesforce.

Rerun Rules Configuration Options

Field	Description
Type	Choose whether an account is rerun through the rules when it is updated with new data and meets the specified criteria, or whether to rerun the rules on all accounts meeting the specified criteria regardless of whether the data was updated. If the Apply Criteria on Only Modified Records option is selected, an advanced setting can be used to only rerun the rules on accounts when a specific field is updated.
Record State	If an account meets the criteria for auto-rerun rules and is transferred to a new territory, it can either remain proposed or be switched to a committed state. In the proposed state, manual review and commitment are required before updating the territory in the CRM. Territories with proposed changes will be marked with a yellow dot. If the committed state is chosen, the change will be automatically committed without manual review, and updates will be pushed to the CRM when the next scheduled export occurs.
Exclude	If any accounts are labeled, whether they are named exceptions or named accounts, the default behavior is to disregard them in any auto-rerun rules scenario. Essentially, they are fixed in place and should not be moved unless manually done so. However, the "exclude all" option can be toggled to allow either named accounts or named exceptions to be considered in the auto-rerun rules. For instance, if "Exclude All Named Accounts" is chosen, then any account with a named exception can be included in the auto-rerun rules scenarios, while named accounts will still be excluded and left untouched. It's recommended to keep "exclude all" as the default setting.

Add additional criteria if applicable. Use the ‘AND’ or ‘OR’ criteria to specify the accounts that should be included in the auto-rerun rules. The default behavior is any account meeting these criteria will be rerun through the territory rules. The recommended starting point for auto-rerun rules is to only rerun rules on accounts in unassigned territories.

Set a Plan for Production

Note: Before switching production plans, you must disable your motion policies, and then remember to re-enable them after the switch. It is highly recommended you contact your business partner before making this switch.

To set a production plan:

Access your Plans.
Locate the plan you wish to set as a production plan.

Note: If you need to create a plan, see the Create a New Plan section of this article.

Click the More Options icon (three vertical dots) and select Make Production Plan from the dropdown menu.

Note: Run the export jobs action in the Job Schedule tab to export the CRM data once you change a plan to a production plan.

Clone a Production Plan

Cloning a production plan is a useful method for using a copy of the original plan for updating. This helps keep the original segmentation, allowing you to make changes without starting over from scratch.

To clone a plan:

Access your Plans.
Locate the plan you want to clone.
Click More Options (three vertical dots) and select Clone from the dropdown menu.
Update the plan’s configuration as appropriate and click Save.

Edit or Delete a Production Plan

Locate the specific plan you want to modify or remove. Click the three vertical dots icon for more options, then choose either Edit or Delete. If you select Edit, you will be directed to the Update Plan page where you can adjust the pan settings accordingly. For further details on configuring plans, refer to the Create a New Plan section in this document.

Auto Rerun Rules

Auto rerun rules are available for Accounts, People, and Products in the production plan. These rules run each time the import job runs.

They only apply when specific fields are updated. To set this up, go to the entities and fields settings page, choose the account table, and pick which fields should trigger the rules when their data changes. For example, if the country field is updated, the rules will rerun on the account.

Note: If no fields are enabled for updates, then any changes on the record would be considered as a trigger for return.

To enable this, go to the country field, click Edit, select Basic Information, and toggle Allow Update to On. This works with the general criteria specified earlier. For example, it can rerun rules only when the country field changes and the account is in an unassigned territory or transitions to being a customer in the SMB segment.

If the “Allow Update” field is enabled and there are changes to that field in Salesforce, Fullcast will rerun the record from one territory to another based on the changes in the application.

Managing Multiple Plans

In Fullcast, users can effectively strategize for both the present and the future by utilizing multiple plans. For example, you can make day-to-day adjustments to the sales plan using the Production plan. This includes modifying targets based on capacity in the Targets tab and reallocating territories in the Assignments tab to accommodate organizational changes, such as personnel turnover or relocations.

Additionally, users can leverage multiple plans to prepare for the future by aligning their go-to-market strategy, teams, segment definitions, and product management to meet the company’s fiscal needs. Once all necessary changes and adjustments are made, users can easily convert the new plan into a production plan.

However, managing multiple plans means dealing with excess data that may not be relevant to specific subsets of information. For example, when creating overlay plans like the CS plan or partner/channel plans, users may only require customer accounts or partner accounts, respectively. Similarly, if constructing an organization for customer service (CS), only CS personnel data may be needed rather than the entire organization’s data. This surplus data can significantly impact performance, rerun rules, and reporting processes.

To mitigate this issue, you can now filter data at the plan level. You can set filters to specify which records you want to include in your plan. When modifying plan filters, a confirmation window is displayed, informing you of the number of records affected by the filters.

These filters apply to Accounts, People, and Product objects, ensuring that the grid displays only the records that meet the specified plan filters once confirmed.