Automate Account Updates from Standard Jobs

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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 that stores data about the territory

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.

Note:

The user interface in this video is outdated. We will refresh the video soon! In the meantime, if there is any confusion, refer to this guide for a rundown of the primary differences in current and previous UI.