Case Study 3 - Territory Integration

Customer was using Iconixx for Territory setup and commissioning system. Territories was based on County and postal codes. Customer defined the Enterprise territories based on the County and postal in Salesforce.

Challenges

Territory Integration Solution was built for:

• Real time territory movements
• Reduced time on salesforce
• Increased coordination between teams

Solution

After analyzing Iconixx structure and available integration options with Iconixx, Iconixx uses Territory ID as master key.

Territory id owns a list of postal codes or Counties.

Weekly export of all territories at nightly basis and placed of S3 ( in AWS).

• Integration picked the files and loaded in Stage table in Salesforce.
• Batch process Modified Account and updated the Territory ID field based on the Stage Table
• Modified Salesforce Enterprise territory for lookup by Territory Id on Account which will be updated by Iconix Data.

Outcome

• Territory Management was fully automated except on major Realignment of territories where new territories are created.