Admin Reference Guide
This guide is designed to help you quickly understand and navigate the settings in Fullcast. Each section corresponds to a specific settings tab in the app, it includes common tasks carried out in that section, and links to how-to documentation.
IN THIS ARTICLE
1. Plan Information
Common Tasks
- Setting data filters for record import at the plan level. For example, if you only want to import “prospect” accounts into your territory plan and exclude “customer” accounts.
- Configuring Auto-Rerun Rules. For example, if you want to set a process for automatically re-running rules on Unassigned nodes in a plan.
- Enable a plan for export
- Duplicate a plan
Documentation
- Manage Plans
- Managing Production Plans
- Managing Plans in Fullcast
- Cloning Plans FAQs
- Auto Rerun Rules
2. Jobs
Common Tasks
- Reviewing job status indicators and notes to troubleshoot issues. For example if a job failed or had errors.
- Understanding types of imports and export settings, scheduling jobs, and conducting ad hoc jobs
Documentation
- Import Jobs
- Export Jobs
- Schedule a Job with Fullcast
- Configure a Scheduled Job in Salesforce
- Checking Job Status
- Standard vs Custom Jobs
3. Users
Common Tasks
- Adding new users, configuring their access levels, assigning Tenant Admin status
- Blocking or deleting inactive users.
Documentation
- Add Users and Configure Access and Permissions
- Deleting users
- Editing Users
- Blocking users
- Inviting New Users
- Set a User as a Tenant Admin
4. Audit
Common Tasks
- Reviewing activity audit logs for troubleshooting or compliance purposes. For example, you want to see who last committed changes or when someone last logged in.
Documentation
5. Metrics
Common Tasks
- Creating metrics to track KPIs and leverage in territory balancing rules
- Reviewing inputs for existing metrics. For example, if you have a metric for “Number of Tier A Accounts” and you want to confirm which CRM field is being used in the metric.
Documentation
6. Tenant Settings
Common Tasks
- Determining which fields will be available to search for people to assign coverage. For example, you could include name fields as well as a manager field to facilitate search.
- Setting tenant defaults for how data displays in the table/grid.
Documentation
7. Entities and Fields
Common Tasks
- Creating or editing fields for specific entities.
- Configuring address mappings for hierarchical data.
- Managing participation in account and opportunity hierarchies.
Documentation
- Creating a New Entity in Fullcast
- Creating and Editing Field Values in the Entity
- Configure Basic Entities and Fields Settings
8. Policies
The Policies section is where you establish the Connected App Settings and define Policy Tags.
Common Tasks
- Configuring routing rules for accounts and opportunities.
- Defining exceptions for named accounts.
Documentation
9. Export-Import
Common Tasks
- Managing batch sizes and error rates for smoother processing.
Documentation