Automate assignment of territories to opportunities when you enable and configure
filter-based opportunity territory assignment.
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 enable filter-based opportunity territory assignment: |
Customize Application |
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From Setup, enter Territories in the Quick Find box, and then select
the territory settings.
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Enable Filter-Based Opportunity Territory Assignment.
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If your organization is using the Apex code Salesforce provides, first create the class and
then return to this Settings page and enter the class name:
OppTerrAssignDefaultLogicFilter. If you opt to use your own code for
the Apex class, come back and enter the name of the class that you create.
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Select how you want to run the filter-based opportunity territory assignment job.
You can choose to run the job when opportunities are created or by using multithreading.
We recommend enabling multithreading only if you’re assigning opportunity or opportunity
product splits.
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Save your settings.
