Assignment Workflow - Update Existing Assignment

When there is change in the role of the employee or change in the effective date the existing assignment needs to be updated. This can be done

To update assignment from the GTM Object:

Log into Salesforce and find Search for the Territory - GTM object.
Click on the GTMs and you will be authorized to use the Fullcast canvas app.
Select the name, for whom you want to update assignment.
Update the Type from the drop-down menu, under which the employee has to be placed.
Update the Role of user from the available drop-down menu.
According to the role of user picked, the productivity profile will be calculated. Acknowledge the Confirm form every time it pops up when you make changes.
Update the Start and end date of the assignment and click next.
Click on Save to the productivity assumptions page that appears.
Click on Finish to complete updating of existing assignment.

The assignment has been update for the particular employee and has now been recorded in the system.

Assignment can be updated in the Account Team Member Object by following the below steps:

Log into Salesforce and find Account object.
Scroll down to find the Account Team member where you need to update the assignment.
On the top right corner, click on the drop-down near Change role and select update assignment, clicking on which will authorize you to use the fullcast assignment through Salesforce.

*After this, follow the steps 3-9 in Updating existing assignment in GTM Object in Salesforce*