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Cumulus Pharma uses the Territory Management feature to align Healthcare Provider (HCP) and Healthcare Organization (HCO) records with field sales reps. A significant number of HCOs have complex affiliations. The company wants reps to manually align affiliated accounts, when required, with their current territory.
Which configuration in the Admin Console is necessary to enable this requirement?
Option C is correct because Salesforce Life Sciences Cloud supports manual territory alignment for affiliated accounts. Salesforce Help for Territory Alignment for Affiliated Accounts states that a user's territory determines which accounts they can view and manage, and that users can manually align an affiliated account to their territory. The broader Affiliations documentation also explains that affiliation alignment rules can automatically align affiliated accounts, but the scenario specifically asks for manual alignment by field users when needed.
The correct Admin Console setting is therefore the one that enables users to align affiliated accounts to the user's territory. This setting allows reps working with complex HCO/HCP affiliation networks to bring relevant affiliated accounts into their current territory alignment when the relationship is valid for their business process.
Option A is not the best answer because the requirement is not to align accounts outside the user's territory. It is to let users align affiliated accounts to their own current territory. Option B is also incorrect because searching for accounts outside the user's territory only affects discoverability. It does not grant the ability to perform the actual affiliated-account alignment. Therefore, the consultant should enable ''Enable users to align affiliated accounts to the user's territory'' in Account Management > Affiliation.