Using Geographic Regions

Support for Geographic Regions allows you to automatically assign a region to a contact or an organization based on the state, postal code range, country, or the rest of the world. If this is something you want to see in your environment please reach out to our support team to enable it. 

Regions Setup

1. Access the CRM application
2. Click Setup
3. Click Customers
4. Click Regions
5. Click Create Region
   1. What you create here will be the name of the region that appears on the record and the query
6. Name the Region
7. Click Save Changes

Who should receive Region Assignment Setup

1. Click Settings
2. Click Turn on the Automatic Regions Assignment
3. Select if you want Contacts, Organizations, or both to use Region calculations
4. Select the address field this calculation should be based on

Calculation Setup

1. Click Add Region Assignment Rule
2. Here you will be able to choose between States, Countries, Postal Code Ranges, and the Rest of the world to base your calculations on
3. If you elect to use States, please select the States that should be used for the calculation
4. If you elect to use Countries, please select the Countries that should be used for the calculations
5. If you elect to use Postal Code Ranges, please enter the ranges you want to use for the calculations
   1. Please note that you will need to enter Postal Codes in like so 11111-11112 and then separate by a semicolon or a new line
6. If you select the Rest of the World, this will create a region that has not been outlined using the options above in another rule
7. Once you have set up the type of rule and the referenced value, please select the Region you created in the previous step
8. Click Save Changes

Maintenance Task

Once you have created your rules, please go to the Maintenance Tasks tab and run the Recalculate Region Assignment. This will need to be run anytime you create a new rule or make changes to existing rules. 

Verify Changes

After the Maintenance task is run, please find a record that meets the rule you set up. The Region field should appear on the record under their name. 

Queries

After you have configured the Region calculations and ran the Maintenance Task, you will be able to grab that field in the queries. In the output field, you will need to add the Regions field. This will then display the Region associated with the contact or organization.