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Scenario:
In Leads, by default the Owner is not getting picked from the Account Team.

The determination of Employee Responsible/Owner in lead depend on the Rules selected in the Business Configuration, Routing Rules maintained in Administration work center, data maintained in Account and Territory.


* Also check Related Documents:

Party Determination (Employee Responsible/Owner) in Sales Documents

Party Role Determination in a Sales Document for Cloud for Customer


Party Determination Rules at Business Configuration:

  1. Go to the Business Configuration work center.
  2. Go to the Overview view.
  3. Show All Configuration Elements and Find Opportunities.
  4. Select & open the Opportunities activity.
  5. Click on Maintain Involved Party.
  6. Select Owner and click on Maintain Determination.
  7. Here you can find 4 step of determination for party role Owner:
    • Use Rules for Lead Assignment.
    • Employee Responsible of Account Team.
    • Employee Responsible of Territory Team.
    • Current User.
  8. The system only considers the steps which are marked as Active. At-least one step should be marked as Active.
    • In current use case let’s assume that all the steps are set as Active.

InvolvedParty.PNG

How the determination steps maintained in Business Configuration influence the Owner determination in Opportunity:

After entering the required details in the lead:

A. System would first check if the Owner can be determined from the Rules for Lead Assignment maintained in the Administration work center.

B. If above condition is not met, then system will check for the Employee Responsible maintained in the Account Team.

C. If above conditions are not met, then system will check for the Employee Responsible of Territory Team.

D. If all the above conditions fails then the logged-in business user will be defaulted as Owner.


A. Steps to maintain Rules for Lead Assignment:

  1. Go to the Administration work center.
  2. Go to the SALES AND MARKETING SETTINGS.
  3. Click on the Define Rules for Lead Assignment.
  4. Click on Add Row button to add a new rule.
    • You can add multiple rules, Priority would be based on sequence.
    • You can use Adapt Column button to add/remove the columns as per your requirement.
  5. Enter values to the columns based on which you want the owner determination.
  6. Enter the Owner which is required.
  7. Actions -> Activate Rules.


Rule.PNG


B, Steps to maintain Employee Responsible of the Account:

  1. Go to the Customers work center.
  2. Go to the Accounts view.
  3. Search and open the account.
  4. Go to the Account Team tab.
  5. Click on Add button.
  6. Select Party Role as Owner and add select the Name form the Value Help.
  7. Save your changes.

AccountTeam.JPG


C. Steps to maintain the Territory Owner:

  1. Go to the Sales work center.
  2. Go to the Territories view.
  3. Open the Territory of the account.
  4. Click on Add.
  5. Select the party role 142-Owner.
  6. Select the Name from the value help.


Territory_Owner.JPG



From above analysis we are able to see that as per your Business Configuration Party Determination Rules, the first priority rule is to determine the Owner from the Routing Rules, hence in lead system is picking the owner based upon the routing rule not from the account team.

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4 Comments

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  1. Grace Chuah

    Hi Suman,

    Thanks for the blog explaining on the owner determination for leads.

    For data migration upload, C4C automatically determines leads owner based on the current user setting. Is it possible to upload an empty owner and sales owner in leads?

    The reason why we need leads owner to be blank is we have a pool of leads which is for any employee to picks. But when we upload the leads via Data migration tools, owner are assigned as current user.

    We also want to restrict user from seeing other team member leads.

    There is no rule to determine the pool of leads.

    Regards,

    Grace Chuah

    (0) 
    1. Dedeepya Reddy

      Hi Grace

      If it is a one time upload, a suggestion could be to turn of the party determination rules in BC Or a PDI additional scripting could be used to remove the Employee Resp.

      BR Dedeepya

      (0) 
      1. Grace Chuah

        Hi Dedeepya,

        Yes, for now I have turn off party determination rules in BC.

        The leads upload is not one time upload. It will happens twice a week for user to upload a set of leads in C4C system.

        Is it possible to still have party determination rules for leads set to current user when lead is created manually?

        Regards,

        Grace Chuah

        (0) 
        1. Dedeepya Reddy

          Hi Grace

          If Party determination rules are turned off (permanently), and you require Owner to be defaulted to Current User you could consider using Cloud Appln Studio for this.

          (0) 

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