Production Plan is the sales plan that is actively connected and integrated with your CRM instance. As of now, you can only make one plan a Production Plan in fullcast. This is mainly to avoid any inconsistencies in the data going out of fullcast into your CRM and vice versa.
Converting a plan into a Production Plan:
- Go to the Plans Menu by selecting the blue Plan tab.
- From the plans available, click the Plans Menu [...] button on the plan you would like to change to production plan. From the options listed, select Make Production Plan.
Identifying Production plan
- If you have more than one plans in your plans list, you can easily identify the production plan using the description field which says 'In Production'.
- Production plan menu contains only two options Clone and Edit. Other plans have edit, delete, clone and Make Production plan option
Once you change a plan to production plan, it is imperative to run the export jobs in the Job schedule tab to export the GTM data.
Click here to know more about Managing plans in fullcast.
Export Roles settings in Plans page
- Select the plan in which you need to enable the export configuration.
- From the three dot menu in the plan select edit.
- In the screen that appears, give the name and description of the plan.
- Check the box in the Export configuration tab which says Enable export for this plan.
- Click save.
Auto Rerun Rules
Auto rerun rules is available for Accounts, People, and Products for the production plan of that environment.
This feature is not available for non production plans. Auto Rerun Rules runs every time the import job runs.
To enable auto rerun rules, select the 3 vertical dots on the production plan and check "Enable Rerun Rules".
If Accounts are being routed using the Fullcast routing policy, the auto rerun rules can recognize which territory an account was routed to and place the account into the same territory in Fullcast. If "Ignore Route Object for Rerun Rules" is checked, then the Auto Rerun Rules logic will ignore how the Account was routed in Salesforce.
Type: Choose whether an account is rerun through the rules when it is updated with new data and it meets the criteria specified or to rerun the rules on all accounts meeting the specified criteria regardless if data was updated or not. If Apply Criteria on Only Modified Records is chosen, an advanced setting can be used to only rerun the rules on accounts when a specific field is updated. See below for how to enable.
Record State: If an account meets the auto rerun rules criteria and is moved to a new territory, then the account can be left in a proposed state or a committed state. A proposed state would require manual review and commit before the territory is updated in the CRM. Territories with proposed changes will have a yellow dot next to them. If committed state is selected, then the change will be automatically committed without any manual review and the updates will be pushed to the CRM.
Exclude All: If any accounts are named, whether it be named exception or named account, the default behavior is to ignore these accounts in any auto rerun rules scenario. They are effectively pinned in place and are not to move unless done so manually. That said, the exclude all option, can be toggled to allow either named account or named exceptions to be included in the auto rerun rules. For example, if Exclude All Named Accounts is selected, then any account with a Named Exception can be included in the auto rerun rules scenarios. Named Accounts will still be excluded and not touched. It is recommended that exclude all be left as the default setting.
Criteria: Use AND OR criteria to specify the world of accounts which should be included in the auto rerun rules. The default behavior is any account meeting this criteria will be rerun through the territory rules. The recommended starting point for auto rerun rules, is to only rerun rules on accounts in unassigned territories.
Auto Rerun Rules only when specific fields are updated: To enable this advanced setting navigate to the entities and fields settings page. Select the account table in the drop down menu. Decide which fields, when a change in data is detected, that will trigger the auto rerun rules. For example, when the country field is updated, then rerun the rules on the account. To enable this scenario, navigate to the country field in the account table and select the edit button to the far right of the field name. When selected a dialog box will appear. Select “Basic Information”. At the bottom of the dialog box, select “Allow Update”, confirm, then save. This setting can be used in tandem with the criteria above. This enables scenarios like only rerun the rules on an account when the country field is changed and it’s in an unassigned territory or another example might be when the account becomes a customer and is in the SMB segment. When this setting is enabled, then the ability to run the rules on any account meeting the criteria is no longer available. The account will need to meet both the general criteria specified and a change is detected in the specific field where “Allow Update” is toggled on.