| csc__Account_Sequential_Auto_Allocation__c |
Account Sequential Auto-Allocation |
January 2026 |
If selected, auto-allocation on the accounts is done using the sequential methodology.
|
Checkbox |
false |
false |
| csc__Include_Sub_Regions_In_Auto_Allocation__c |
Include Subregions in Auto-Allocation |
Spring 2025 |
If selected, auto-allocation will be done by including Subregions.
|
Checkbox |
false |
false |
| csc__Match_All_Account_Skills__c |
Match All Account Skills |
January 2026 |
If selected, auto-allocation requires matching all account skills.
|
Checkbox |
false |
false |
| csc__Match_All_Playbook_Skills__c |
Match All Playbook Skills |
January 2026 |
If selected, auto-allocation requires matching all playbook skills.
|
Checkbox |
false |
false |
| csc__Match_All_Success_Plan_Skills__c |
Match All Success Plan Skills |
January 2026 |
If selected, auto-allocation requires matching all success plan skills.
|
Checkbox |
false |
false |
| csc__Match_Exceed_Account_Skills_Ratings__c |
Match/Exceed Account Skills Ratings |
January 2026 |
If selected, auto-allocation requires matching or exceeding account skills ratings.
|
Checkbox |
false |
false |
| csc__Match_Exceed_Playbook_Skills_Ratings__c |
Match/Exceed Playbook Skills Ratings |
January 2026 |
If selected, auto-allocation requires matching or exceeding playbook skills ratings.
|
Checkbox |
false |
false |
| csc__Match_Exceed_Success_Plan_Skills_Ratings__c |
Match/Exceed Success Plan Skills Ratings |
January 2026 |
If selected, auto-allocation requires matching or exceeding success plan skills ratings.
|
Checkbox |
false |
false |
| csc__Playbook_Mass_Allocation_Batch_Size__c |
Playbook Mass Allocation Batch Size |
Summer 2025 |
The number of playbooks processed in a single batch during mass allocation.
|
Number(2,0) |
true |
10 |
| csc__Sequential_Auto_Allocation__c |
Playbook Sequential Auto-Allocation |
Spring 2025 |
If selected, auto-allocation on the playbooks is done using the sequential methodology.
|
Checkbox |
false |
false |
| csc__Success_Plan_Sequential_Auto_Allocation__c |
Success Plan Sequential Auto-Allocation |
January 2026 |
If selected, auto-allocation on the success plans is done using the sequential methodology.
|
Checkbox |
false |
false |
