Bulk Updating Territories

If you’ve configured your territories and mappings, the KubaruTerritory__c field should now be populating automatically with the correct territory for any new and updated records. However, existing records will not be updated automatically until the next time they’re edited.

You can use the Bulk Update Territories feature to update the KubaruTerritory__c field for all existing records. Follow these steps to do so:

  1. Navigate to the Kubaru Territories tab of the Kubaru Console.
  2. In the Bulk Update Territories subtab, select an object and click the Next button.
  3. You can click Add Criteria to filter down which records will be updated. If you would like to update all records, skip this step.
  4. You can optionally change the Update Batch Size, which controls how many records will be updated at a time. If you have a lot of processes that run against the selected object (which consequently increases the update processing time), it may be a good idea to set a lower batch size to avoid timeout errors.
  5. You can also optionally check All Or Nothing Batch Updates. Doing so will cause an entire batch of updates to fail if one or more records within the batch encounters an error. Checking this box is typically not recommended, though doing so can help surface any errors your records may be encountering when attempting to update.
  6. Click the Update [ObjectName] Territories button, and then OK on the popup prompt. A batch job will be submitted and records will be updated in the background. You can monitor the batch jobs by navigating to Setup > Jobs > Apex Jobs (the job’s apex class is named BatchUpdateTerritory).

Things to keep in mind

  • Each time you add new territories, or update existing territories boundaries, it is recommended that you use this bulk update process to ensure records are up to date.
  • You can use the Kubaru Territory field to report on records and their designated territories.
  • Records will be automatically stamped with a territory when the record is created. The territory field on the record will be updated whenever a mapped field on the record is updated.
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