Choose 1 option. Cumulus Pharma completed a major territory realignment for the new fiscal year. Its sales operations team wants to ensure two things…

The correct sequence is critical for a successful territory realignment. First, the "Update Provider Account Territory Information" job must be run. This job updates the territory fields on Account records based on the new territory assignments, establishing the correct data foundation. Only after this is complete should the "Visit Share Management" job be run. This second job uses the newly updated territory information on accounts to recalculate sharing rules and grant reps access to the appropriate historical visit data for their new territories.

A. The "Visit Share Management" job does not automatically trigger the "Update Provider Account Territory Information" job. They are independent processes that must be run in the correct order.

C. Running "Visit Share Management" first would share historical visit data based on the old territory assignments, failing to give new reps access and potentially causing data access issues.

1. Salesforce Help. (2024). Manage Territory Realignments. "After you complete a territory realignment, run the Update Provider Account Territory Information job. Then, run the Visit Share Management job to make sure that your reps have access to the visit information for their realigned territories."

2. Salesforce Help. (2024). Life Sciences for Customer Engagement Admin Console. The documentation for the admin console jobs outlines the purpose of each job, clarifying that territory data updates must precede sharing recalculations.