Territory Object Mapping

Territory boundaries (e.g. countries, states, postal codes) must be mapped to fields on an object before they can be used to assign records. Fields are mapped out of the box for Leads, Accounts, and Contacts. However, you can edit these field mappings if they don’t meet your needs.

Configure a New Object

Available for Enterprise and Unlimited Salesforce editions only

Before an object can be configured for use with Kubaru Territories, you must create a Kubaru Territory lookup field with an API name of KubaruTerritory__c on that object. This field will store which territory each record belongs to.

You can configure any object to work with territories. Follow these steps to configure field mappings for a new object: 

1. Navigate to the Kubaru Territories tab of the Kubaru Console.
2. In the Object Settings subtab, click New Object Mapping.
3. You will be presented with a list of objects which contain the KubaruTerritory__c lookup field. Select the object and click Next.
4. Select which of the object’s fields should be mapped to each territory boundary. Multiple fields can be mapped to the same boundary if desired; e.g. you can map both Billing Country and Shipping Country to the Country boundary.
5. You can optionally choose to map fields to the “Other” boundary, which allows for you to designate any text field on the object.
6. If Refine by Geolocation is enabled, you can optionally map fields to the “Geolocation” boundary, which allows you to designate either a standard address field or a custom Geolocation field (e.g. Shipping Address).
7. Click the Save Mapping button.
8. You must then deploy a trigger for this object which will ensure that territories for new and updated records are accurate. See Trigger-Based Assignment for details on deploying a trigger.

Edit an Object

Follow these steps to edit the mappings for an object:

1. Navigate to the Kubaru Territories tab of the Kubaru Console.
2. In the Object Settings subtab, click Edit next to an object.
3. Select which of the object’s fields should be mapped to each territory boundary. Multiple fields can be mapped to the same boundary if desired; e.g. you can map both Billing Country and Shipping Country to the Country boundary.
4. You can optionally choose to map fields to the “Other” boundary, which allows for you to designate any text field on the object. For example, if you have a custom Region field.
5. If Refine by Geolocation is enabled, you can optionally map fields to the “Geolocation” boundary, which allows for you to designate either a standard address field, or a custom Geolocation field (e.g. Shipping Address).
6. Click the Save Mapping button.