The following video provides an example approach for setting up a Salesforce Flow to update the Account Owner field with Fullcast territory coverage assignments on standard jobs.
When on the standard job, territory and assignment data from Fullcast will update on the following objects:
Account Team Member: The person assigned to the territory in which the account belongs to.
Territory Member: A Fullcast junction object that links 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. If you want to use Fullcast coverage assignments to drive things such as Account Ownership, you will need to set up a Flow.
Published April 12, 2023