Assigning Records to Books
Before you begin. To assign records to books, your role must include the Manage Books privilege.
Records such as Accounts, Contacts, Leads, Opportunities and Service Requests can be assigned to books. There are two ways to assign records to books:
- Individually by using the Detail page for the record
- By batch assignment
Both methods are described in this topic.
To assign a single record to a book
- Navigate to the Detail page for the record.
- On the title bar of the Books section of the Detail page, click Add.
- In the book selector, choose the book to which you want to assign the record, and click OK.
To batch assign records to books
- In the list window, click the Menu button on the title bar, then click Batch Assign Book.
- In the Batch Assign Book window, click the selector button beside the Target Book box then, in the Book lookup, choose the book to which you want to assign records.
- Choose an Assignment Option for the records in the list.
Option
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Description
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Add
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Adds the Target Book to all records. This assignment does not affect any previous book assignment for the records.
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Replace Type
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Adds the Target Book to all records and removes any previously assigned books that have the same type as the Target Book.
NOTE: Book Types are defined by your company administrator.
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Replace All
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Adds the Target Book to all records and removes all previously assigned books, regardless of type.
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Replace Book
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Specifies the book that you want to replace.
Reassigns records from the book you specify here to the Target Book. Other records are not affected.
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Remove
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Removes the existing assignment to the Target Book from all records.
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Remove All
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Removes all assigned books from the records.
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- If you choose any option other than Add in step 3, you must now choose an Apply To option.
Option
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Description
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Manual Associations
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Applies the Assignment Option to all selected records for which the existing book assignments were made manually
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Automatic Associations
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Applies the Assignment Option to all selected records for which the existing book assignments were made by workflow or batch
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Both
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Applies the Assignment Option to all selected records
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- To apply your chosen assignment criteria, click Assign.
The Batch Assign Book Queue window opens, showing your assignment request in the Active Requests section. For more information, see Batch Assign Book Queue Page.
When your request has been processed, you will be notified by email.
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