Create a Flow to Update the Account when on the Standard Job

This article provides an example approach for setting up a Salesforce Flow to update the Account Owner field with Fullcast Territory Coverage Assignments. This applies to standard jobs.

When on the standard job, Territory and Assignment data from Fullcast will update on the following objects;

  • Account Team Member - This is who is assigned to the territory in which the account belongs to

  • Territory Member - A Fullcast junction object linking the Account with a Territory

  • GTM - A Fullcast object which stores data about the territory

NOTE

The standard Fullcast export job does not update any fields on the Account object. As such, if you want to use Fullcast coverage assignments to drive things such as Account Ownership, you will need to set up a Flow to do this.

Below is a video walking through a flow builder setup in Salesforce which will update data on the account record based on what is pushed to the 3 objects via the standard job.