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I'm currently working two migrate two SFDC instances into one, comprised of 6 international brands which will be divided using roles, permission sets, etc. and using the partner community. All of our web leads come in through Eloqua and then automatically into SFDC by brand flag. Currently once a lead is flagged with a brand, it is assigned to a rep/rep agency by zip/postal code.

 

Question: would it be possible to create a master database which lists all zip/postal codes only once (vertically, y-axis) with a lead owner for each brand (horizontally, x-axis) that would be setup and stored as an external object? 

 

The goal would be to set this up in a way that we would not have to repeat any zip/postal codes or geographical information, but simply list an assignment by brand for all 6. When a new lead would come into SFDC, depending on the brand flag/identifier, the system would run a query on the database and pull the lead assignment. 

 

By keeping this information external, we would also like to consider maintaining our "Find a Rep" lookup information in the same place. This way there is no discrepancy in coverage and assignment of territory. 

 

Am I completely off track here or is this something that we could pull off? I know it will be a massive database, but I'd rather one massive database stored outside of Salesforce than 6 slightly-less-massive databases for each brand.

 

Thank you!
2 件の回答
  1. 2018年2月6日 22:03
    Hi Danielle,

     

    I may not have any useful information for you yet, but may I ask how you are planning to query on the external database? Also, in case you don't receive any other response here, may I suggest posting your query on the developer forums as well since I do believe this would revolve around custom coding and the members there can surely help.

     

    Thanks!
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