2376683 - How to Notify the Territory Owner of new Accounts in their Territory

How to notifiy the territory owner of new accounts in their territory.

Once a territory has been derived or added to an account, you would like to set up a notification to inform the territory owner.

You can achieve this requirement by using the workflow rules:

1. Go to the Administrator work center.
2. Go to the Workflow rules view.
3. Create a New worflow rule.
4. Step 1 : Enter Basic Data
   Description : Add the name of the rule.
   Business Object : Account.
   Timing : On Every Save.
5. Step 2 : Define Conditions
   Field : Territory[].
   Value Before Object Change : Selected.
   Compare Operator : Not equal to
   With : Field Territory[].
6. Step 3 : Define Actions
   Rule Type : Notifications.
   Subject : New Account &1 in your Territory (to displaye the name of the account in the notification)
   Place Holder : &1 : Name..
   Recipient Determination : Sales Territory Team Owner.
7. Step 4 : Review
   Activate

The territory owner will then receive a notification every time an account is added in their territory.

KBA , LOD-CRM-WKF , Workflow , How To

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions