Account Families while Creating Territories
While creating territories in the territory designer, it is required to select the treatment of account families from the three options available.
Scope of Considered Accounts
Please note that when creating segment hierarchies from the parent, ONLY the records belonging to a family that are associated with that parent are considered. If you have accounts belonging to the same family in other nodes within the hierarchy, they are not considered for the treatment described below.
Option 1: Don't Reassign Children to the Same Segment
This option simply ignores any family relationships and matches all the accounts based on the specified segment hierarchy rule (e.g. unique values or buckets). In this case, all the accounts, irrespective of account family will be matched and any record matching the rules will be assigned to the respective matching segment.
Option 2: Assign All Children to the Same Segment
When this option is selected, the parent account is evaluated against the rules and IF there are any child accounts directly related to the children (as identified by the Parent Account ID field), they will be moved to the segment where the parent will be assigned to. The scope includes not only the direct children but also the entire children hierarchy under that parent.
Siblings Without Parents
Please note that in the above option, only the children of the parents that are matched will be moved with the parent. If a parent account is not available in the selected segment, each sibling will be individually evaluated against the segment hierarchy criteria and assigned independently.
Option 3: Assign Children with a parent that meet a criteria
This scenario is usually common in situations where there is a need to keep all accounts belonging to an account family within a particular region (e.g. all US accounts of a family), but want to independently evaluate the child accounts based on their own merit.
Points to remember
- Try to keep the number of territories created within a manageable number by selecting the correct field and type options in the account families menu.
- When creating segments with specific criteria assigned for children accounts, it's easy to fill out the primary field as segmentation criteria, but it is important to make sure not to create unique values for high numbers of records as it will only crowd the segment hierarchy.