Create a Flow to Update the Account when on the Standard Job

When on the standard job, Territory and Assignment data from Fullcast will update on the following objects;

  • Account Team Member - This is who is assigned to the territory in which the account belongs to
  • Territory Member - A Fullcast junction object linking the Account with a Territory
  • GTM - A Fullcast object which stores data about the territory

Below is a video walking through a flow builder setup in Salesforce which will update data on the account record based on what is pushed to the 3 objects via the standard job.

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