Set your expectations for when you assign opportunities to territories manually through
Sales Territories. Assignment options depend on your access to those opportunities’ parent records
and your Salesforce user interface.
Required Editions
| Available in: Salesforce Classic for some features and Lightning Experience for
all features |
| Available in: Performance and Developer Editions and in
Enterprise and Unlimited Editions with Sales
|
| For... |
It’s important to know that... |
| Anyone who updates assignments |
These stakeholders can edit the Territory field on opportunities.
- Opportunity owners with access to their opportunities’ accounts
- Anyone above opportunity owners in the role hierarchy
- Salesforce admins
|
| Access for parent territories |
When you manually assign opportunities to territories, only users assigned to
those territories get edit access. Respective parent territories get read-only
access. |
| Lightning Experience users |
Assigning opportunities to any territory in the active model requires full access to
accounts. Otherwise, stakeholders can assign opportunities to only the accounts’ assigned
territories. |
| Salesforce Classic users |
Stakeholders can assign opportunities to any territory in the active model, even
without full access to accounts. |
