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How to assign territories to an opportunity unit?
From Setup, enter Territory in the Quick Find box, and then select Territory Settings. Select the checkbox to enable filter-based opportunity territory assignment. Enter the class name OppTerrAssignDefaultLogicFilter.
How to exclude opportunities from a territory assignment?
Here are the steps she takes now to exclude the Burlington Textiles Weaving Plant Generator opportunity from the territory assignment. (You won’t be able to follow along in your Trailhead Playground, but you can exclude an opportunity if you need to in your own org.) Open the Burlington Textiles Weaving Plant Generator opportunity.
How to assign territories to opportunity units in Salesforce?
In the upper pane, drag the Territory field to the Opportunity Information area under Opportunity Detail. While she’s at it, Maria also drags the field called “Exclude from the territory assignment filter logic” to the Opportunity Detail area.
How to assign territories to opportunities in apex?
Filter-based opportunity territory assignment lets you use a job to assign territories to opportunities. We provide code for an Apex class that you can use as is or modify as needed, based on our guidelines. You can find our code in the Apex Reference Guide.
How to exclude territories from filter based territory assignment?
Explain how to manually exclude an opportunity from filter-based territory assignment. Maria Jimenez, Salesforce admin at Ursa Major, has been working with Lance Park from her sales team to set up the Enterprise Territory Management feature.
How can I assign priority to a territory?
Or you can manually assign priority for individual territory types from the territory type record. Your highest territory type priority might be 500, next might be 400, then 300, and so on, allowing for intervening values (like 350 or 475) if they’re needed later.
What do you need to know about enterprise territory management?
With Enterprise Territory Management, they’ll be able to easily track which reps are assigned to which accounts and opportunities, and allocate resources efficiently. Maria has most everything she needs in place for territory management for Ursa Major’s accounts.