Create a Flow to Update the Account when on the Standard Job
Note: The user interface in this video is outdated. We will refresh the video soon! In the meantime, if there is any confusion, refer to this guide for a rundown of the primary differences in current and previous UI.
When on the standard job, Territory and Assignment data from Fullcast will update on the following objects;
- Account Team Member - This is who is assigned to the territory in which the account belongs to
- Territory Member - A Fullcast junction object linking the Account with a Territory
- GTM - A Fullcast object which stores data about the territory
Below is a video walking through a flow builder setup in Salesforce which will update data on the account record based on what is pushed to the 3 objects via the standard job.