You are the CRM administrator of a new project to revitalize the lead Assignment manager rules to
ensure the proper sales salesperson is getting assigned based on new geographies and current
workloads.
Select the three Fusion Assignment Manager components that should be part of your planning
process to plan the configuration of Assignment Manager.
A.
Assignment Criteria
B.
Business Objects
C.
Resources
D.
Schedules
E.
Attributes
F.
Dynamic Assignment
Explanation:
A: Leads can be automatically assigned through Assignment Manager by associating assignment
criteria to assignment rules.
An assignment rule can have one or more assignment criteria. For example, all leads lower than a
certain deal size, and for a specific product are all assigned to a specific Partner resource. Another
example of creating an assignment rule might be if you want all leads that are generated based on
a specific campaign, such as a CEO round table discussion event, assigned to a specific
salesperson.
C, E: You can specify assignment rules and rule sets for assignment of resource candidate objects
to the lead work object. Assignment Manager uses rules to evaluate and recommend candidate
assignments for your specified lead work objects.
Assignment rules are created using work objects, candidate objects, attributes, and conditions.
You can use multiple types of assignment rules and rule sets for assignment of candidate objects,
such as rank, qualification status, and resources, to the lead work object. For example, you can
specify the assignment rule that assigns resources to sales leads by assigning individual sales
resources that meet the rule criteria.
Oracle Fusion Applications Marketing Implementation Guide. Lead Assignment Rules:
Explained