---
schema_version: "1"
id: dd412c644567cfd9d5d021fbb737619b09c254d8608412a52a2ec124d4d4d382
title: Requirements for Assigning Opportunities to Territories Manually
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/tm2_assign_territory_to_opportunity_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.tm2_assign_territory_to_opportunity_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1bc165927f953f6d55894f4a69e073216438f937dfa56779cb5966818b8fc2b4
description: 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.
products:
  - Sales Cloud
release: "264"
---
# Requirements for Assigning Opportunities to Territories Manually

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic for some features and Lightning Experience for all features</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Performance</strong> and <strong>Developer</strong> Editions and in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Sales</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:19.493177387914233%">
        <col style="width:80.50682261208577%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d47179e70">For...</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d47179e73">It’s important to know that...</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="For..." class="slds-cell-wrap" style="vertical-align:top;" headers="d47179e70 ">Anyone who updates assignments</td>

          <td data-label="It’s important to know that..." class="slds-cell-wrap" style="vertical-align:top;" headers="d47179e73 ">
            <p>These stakeholders can edit the Territory field on opportunities.</p>
            <ul>
              <li>Opportunity owners with access to their opportunities’ accounts</li>
              <li>Anyone above opportunity owners in the role hierarchy</li>
              <li>Salesforce admins</li>
            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="For..." class="slds-cell-wrap" style="vertical-align:top;" headers="d47179e70 ">Access for parent territories</td>

          <td data-label="It’s important to know that..." class="slds-cell-wrap" style="vertical-align:top;" headers="d47179e73 ">When you manually assign opportunities to territories, only users assigned to
            those territories get edit access. Respective parent territories get read-only
            access.</td>

        </tr>
        <tr class="">
          <td data-label="For..." class="slds-cell-wrap" style="vertical-align:top;" headers="d47179e70 ">Lightning Experience users</td>

          <td data-label="It’s important to know that..." class="slds-cell-wrap" style="vertical-align:top;" headers="d47179e73 ">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.</td>

        </tr>
        <tr class="">
          <td data-label="For..." class="slds-cell-wrap" style="vertical-align:top;" headers="d47179e70 ">Salesforce Classic users</td>

          <td data-label="It’s important to know that..." class="slds-cell-wrap" style="vertical-align:top;" headers="d47179e73 ">Stakeholders can assign opportunities to any territory in the active model, even
            without full access to accounts.</td>

        </tr>
      </tbody>
    </table>