Jump to Content

Home Documentation Changelog

Documentation App Home

Welcome to fullcast.io

Understanding Software-Defined Operations
- Why Policies?
Understanding the fullcast.io Platform
Onboarding
Managing Your Settings
Accessing Help and Support
- How to provide Temp Access?
Using Plans in fullcast.io
- Managing Multiple Plans

Design

Getting to Know the Design Module
- Territory Designer
- Team Designer
Navigating the Designers
Working with Data
- Importing and Exporting Data
Managing Territories
Organizing Teams
Organizing Products
Designing Roles
Defining Industry Taxonomy
Assigning Coverage
Setting Targets
Visualizing and Reporting
Best Practices
Scenario Planner

Rhythm

Getting to Know the Rhythm Module
Working with Dashboards

Motion

Getting to Know the Motion Module
Setting Up the Motion Module
Custom settings for Assignment Workflow in Salesforce
- Object Manager Setup for Assignment Workflow
Assignment Policies
How to Use Assignment Workflow in Salesforce?
Data Policies
- Industry Taxonomy
- Account Dedupe
Account Family Policy
Compliance Policies
- US Trade Embargoes (Configuring Policy)
- Embargo Search lists Description

Integration

Integration - Primer
Integration Scenarios

Help and Support

Support Request
fullcast.io blog
Request a demo

Trust & Security

How to login/logout of Fullcast.io?
- Change Password
- Multi-Factor Authentication
Privacy Policy
Terms and Conditions
End User Licensing Agreement
Operational Status

Assigning People to Territories

To learn about how to assign people to territories, see our section on Assigning Coverage.

Updated over 2 years ago