Available in Version 4.6 and up
Kubaru can be used to assign records based on geographic territories that you define. A Kubaru Territory includes one or more boundaries, which are defined as countries, states, postal codes, and/or postal code prefixes. You can even add your own custom boundary field.
Territories are not only useful for territory-based routing. You can use territories to segment your leads, accounts, and more for reporting, filtering, and more. The territory associated with each record is written to a lookup field on the record.
It is recommended that you first create a router with the Territory Assignment method selected before proceeding with the below instructions. You can leave the router inactive for now and activate it later. This will streamline some of the process and create fewer steps as a result.
Follow these steps to define a new territory:
- Navigate to the Kubaru Territories tab of the Kubaru Console.
- In the Manage Territories subtab, click New Territory.
- Give the territory a Name.
- Set an Evaluation Order*. Territories are evaluated in the order that you designate.
- Enter one or more values in the Countries, States, and/or Zip/Postal Code fields. You can enter multiple values separated by a comma or a line break. You can use an asterisk (*) as a wildcard for postal codes (e.g. 846*).
- Click Save.
Things to keep in mind
Latitude and Longitude Coordinates
Available in Version 4.8 and up
There may be cases where states and postal codes are not sufficient to define a territory. If so, you can use our Geolocation feature to define latitude and longitude coordinates for territory boundaries.
By default, this feature is not enabled. Please contact us at firstname.lastname@example.org if you would like to enable it.
Once enabled, you will need to map one or more fields to Geolocation in the Object Settings tab. Once this is done, you can create or edit a territory, and will notice a new section “Refine by Geolocation” under which you can set a latitude and/or longitude line.