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Loading Region Automation Settings & Details via Workbench or Data Loader

If you have an extensive list of regions and its details to setup, you can use Workbench or Data Loader to load them into the Region Automation Object

https://workbench.developerforce.com/login.php

https://dataloader.io/

Step 1
First you must set up a spreadsheet with some key must-have columns:

Name: This is the group all your region details will live under and should be Descriptive. For example, North America, if your region details are determined by a list of countries that are found in North America. Or if your regions are based on States, another example would be USA-East.

For Lead: If the region setup will be used on the lead object, type TRUE under this column. If not, leave blank.

For Account: If the region setup will be used on the Account object, type TRUE under this column. If not, leave blank.

For Contact: If the region setup will be used on the Contact object, type TRUE under this column. If not, leave blank.

Step 2

From your preferred data importing tool, you will need to select LFBN_Region_Automation_c as the object.

You will then need to select your CSV file with the regions and make sure they are mapped correctly. At this point, we are only importing the broad regions or territories used to house detailed geographic breakdowns.

Step 3

Once the import is complete, you will see the newly created regions in Lane Four’s Region Automation setup page.

You can now import detailed values and relate them to the region records created above.

  • The details import will need to target the Region Automation Detail object.
  • Items you can include in your details setup, which will also be used as headings in your details import, are as follows:
    • Country
    • State
    • City
    • Internal Country Code
    • Postal Code
    • Phone Area Code
    • Industry
    • Max # of Employees
    • Min # of Employees
    • Max Revenue
    • Min Revenue
    • Rank

*Note the first column must be the Region Name already created in Lane Four

Once the import successfully creates the details, lets activate!

LF TIP: Each region should be the most granular level of definition your business requires, as each record will only match one region. For example, if you segment your accounts by company type and state, you would want to create regions such as Enterprise NY, Small Business NY, Enterprise CA, Small Business CA, etc.

Activating the Region Mappings for Objects

To trigger Salesforce to begin routing your records through your newly created region details, there are 2 options:

Option 1: Enable Region Mapping for all created Lead, Account and/or Contact records. 

From the Lane Four launcher, click Region Automation.

At the top left of the page, there is a setting named “Enable Sales Region Mapping On” with 3 options:

  1. Account – checking this option will enable region mapping for incoming records on the Account object.
  2. Contact – checking this option will enable region mapping for incoming records on the Contact object.
  3. Lead – checking this option will enable region mapping for incoming records on the Lead object.

Select the objects you’d like to start routing through your region settings.

Option 2: Use a Flow to define the records for routing and to trigger Region Automation

If you require more flexibility and conditions for records that are routed and assigned by regions, using a flow to route lead, account or contact records may be a better option. To do so, you can add a node in your flow that will trigger Lane Four’s Region Automation setup. 

Step 1

From your desired flow, add an Update Records node.

Step 2

The Update Records node will be used to enable a specific Lane Four field within lead, contact and/or account records that will trigger the record to be routed through your Lane Four region setup. 

  1. Name the node appropriately, for example “Region Assignment.”
  2. Select the specify conditions to identify records, set fields individually” option and select the object you will be targeting, for instance, Lead.
  3. Select “Conditions are Metfrom the Conditions Requirements drop down. 
  4. Underneath, set up the fields as follows:
    • Field = Id
    • Operator = equals
    • Value = {LeadId} (this is a variable holding Lead Id values)
  5. Under the “Set Field Values for the Lead Recordssection, you will be identifying fields to be updated in the record. In order to route the record through the region settings in Lane Four, add the LFBN__Assign_Region_Owner__c to the Field and make it true under Value.

This step is used to check off the Lane Four region assignment setting and trigger region assignment for the flowing record.

Going Forward…

If you have enabled region assignment per object in Lane Four, all new records created in the selected object(s) will automatically be checked against your regional automation setup for assignment. If regional assignment is triggered via a flow, only records meeting all flow conditions will be assigned by regions.

Note, the assignment process on Leads could take up to 2 minutes.

Existing Records

Lane Four will not trigger region automation assignment for existing records; we utilize a batch job to do so (if desired).
You can find the batch job via the Lane Four launcher and clicking the gear icon on the top right of the page.

Click on the Lane Four batch jobs tab.

Find the jobs named “Region Automation Batch for Lead”, “Region Automation Batch for Account”, and/or “Region Automation Batch for Contact”, click Run Now accordingly if you’d to scan all existing records in the selected object for regional assignment.

Filter Job option

The 3 Region Automation batch jobs have a “Filter Job” option that allows you to exclude records from being routed and re-assigned by the job. You can do this by entering exclusion conditions.

Clicking on Filter Job will enable a text field to appear where you can enter conditions for your record exclusions.

The filter conditions must be formatted using API fields and values placed in ‘single quotations’ and use words like AND and OR to outlined how to connect the fields and values you’ve entered.

For example, excluding records owned by a specific user and in the media industry.

Click Save/Run to run the job with the entered filters.

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