Distribute opportunities to the territories of your choice. Sales Territories ensures
that the intended reps can work their deals and territory managers can access their rep’s
opportunities.
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
|
| User Permissions Needed |
| To assign opportunities to any territory in the active model in Lightning
Experience: |
Full access to the opportunities’ parent accounts |
| To assign opportunities to any territory in the active model in Salesforce
Classic: |
View access or higher to the opportunities’ parent accounts |
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Open or create an opportunity.
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In the Territory field, select the territory that you want to assign.
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Save your changes.
