UTAS (User Territory Account Share) Exclusion Table

A new crm_utas_exclusion__v table allows admins to name specific territories skipped in the star load job, which allows the job to run faster. UTAS is used by the CRM Star Load job to assign territories to activities based on the User, Account, and Date the activity took place. Any territory marked active in the table is skipped in UTAS, and activities are not assigned to that territory:

  • Connector - nitro_reference_data__v
  • Table - crm_utas_exclusion__v
  • Delimeter - ‘,’
  • skipHeader - true
  • primaryKey - composite_key__v
  • textQualifier - ‘“‘
  • ods loadPattern - pt_ftp_ods_upsertload__v

Field

Type

Definition

organization_id__v

varchar(18)

 

crm_territory_id__v

varchar(18)

 

reason_for_exclusion__v

varchar(255)

 

enabled__v

boolean

 

composite_key__v

(varchar39)

|organization_id__v|crm_territory_id__v|