Choose 1 option. Cumulus Pharma uses the Territory Management feature to align Healthcare Provider (HCP) and Healthcare Organization (HCO) records…

To allow field sales representatives to manually associate affiliated Healthcare Organizations (HCOs) or Providers (HCPs) with their assigned territory, an administrator must enable a specific setting. In the Agentforce Admin Console, under the Account Management section and its Affiliation subsection, the setting "Enable users to align affiliated accounts to the user’s territory" must be selected. This configuration directly grants users the necessary permission and user interface action to perform this manual alignment task from an account record.

A. This option pertains to aligning accounts to a territory the user is not a part of, which is the opposite of the stated requirement.

B. This setting controls search scope, allowing users to find accounts outside their territory, but it does not grant the permission to align them.

1. Salesforce Help. Agentforce Life Sciences Administrator Guide. "Configure Territory Management Settings," Section: Configure Affiliation Settings, Page 112. The guide details the steps to navigate to Admin Console > Account Management > Affiliation and check the box for "Enable users to align affiliated accounts to the user’s territory."

2. Salesforce Help. Agentforce Life Sciences Implementation Guide. "Set Up Account and Territory Management," Chapter 4. This chapter describes the function of various Admin Console settings, clarifying that the affiliation alignment capability is controlled under the Account Management settings, not Territory Management rules.