Affiliation Rules

To better control Account assignment results, Affiliation Rules use only base assignments with the same Send to CRM value as the base rule (the send_to_crm__aln field on the account_territory__aln object). An Affiliation Rule using Send to CRM = True should not use any base assignment using Send to CRM = False.

This feature is particularly useful when, for example, incentive comp rules (where Send to CRM = No) are mixed with rules where Send to CRM = Yes. While a mixture of rules exists underneath the same Territory, the Account assignment results are not mixed.