When you assign new records to sales representatives, minimize any disruption to existing records for those individuals. This rule determines which records belong to specific territories based on the people assigned to those territories and the relevant criteria in the fields. Existing records are kept even when rerunning rules on existing territories. However, if there are changes in user assignments or new hires for territories, records are reorganized based on the new user roles and types, as well as the field criteria.
Add minimize disruption criteria
In the Balancing Criteria field, click Add Criteria.
Select Minimize Disruption.
From the Select Field dropdown, select the field you want to determine the assignment by.
From the Select Role dropdown, select the role for the assignment.
From the Select Coverage Type dropdown, select the type of coverage for the assignment.
Optional. Click Create Criteria and use the filter builder to add conditions that filters the criteria included in the territory balancing.
Complete the remaining sections for Smart Plan.
Click Save & Exit.
Minimize disruption examples
Maximum 10 records with 50 or more employees
Scenario: A node contains a total of 12,000 records assigned to the same owner ID with the account manager role that you want to divide into three territories.
Configuration:
Number of territories to build:
3Select Field:
Owner IDSelect Role:
Account ManagerSelect Coverage Type:
Team Member In Role (normal)
Result: All 12,000 records will be moved to territory_1 where an assignment is created for that owner ID in the account manager role. The other territories will remain empty since all the records belong to the same owner.