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Add ability to trigger Account territory assignment rules when Salesforce account is updated/upserted

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Created on Oct 22, 2012 11:51 AM by Duane Krahn - Last Modified: Oct 22, 2012 11:51 AM

For Salesforce customers that have Territory Management functionality enabled in their orgs, we would like to have territory assignment rules run when certain Account information is updated via Informatica data sync operations.

 

Similar Informatica Cloud functionality currently exists for Salesforce Lead/Case objects using the optional Assignment Rule Selection settings in Schedule/Advanced Settings.

 

I would like to see Informatica also add a "useDefaultRule" option to the AssignmentRuleHeader in the Informatica SOAP call for an Account object update/upsert.   See http://www.salesforce.com/us/developer/docs/api/index_Left.htm#CSHID=sforce_api_header_assignmentruleheader.htm%23topic-title|StartTopic=Content%2Fsforce_api_header_assignmentruleheader.htm%23topic-title|SkinName=webhelp for information on "useDefaultRule" for the Account with territory management funcationality.

 

Other Informatica customers have desired this functionality as well, here is the discussion thread on the Salesforce Force.com Apex Code Development discussion board.  http://boards.developerforce.com/t5/Apex-Code-Development/Force-Territory-Rules-to-run/td-p/64074

 

I previously submitted this Idea to Informatica Customer Support as FR #290233 in Feburary 2012 and there is no ETA for its availability.  I am reposting here to see if other Informatica Cloud customers would find this useful and help influence its availability by voting for it.

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