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What is territory assignment rule?
Create an Assignment Rule You can assign accounts to the territories they belong to manually or by applying assignment rules. A rule identifies one or more characteristics you use to define that territory, and tells Enterprise Territory Management to assign accounts with those characteristics to that territory.
How does filter based Opportunity territory assignment work?
Filter-Based Opportunity Territory Assignment lets you use a simple job to assign territories to opportunities. After you create and deploy the class, run the job to complete the assignment process. Job options include making assignments within date ranges and assigning territories to open opportunities only.
What happens to related opportunities when the account is assigned to multiple territories in one operation?
An account is reassigned to multiple territories in one operation. The account’s opportunities from the original territory no longer belong to any territories, unless theConfine Opportunity Assignment checkbox is checked.
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 do you assign accounts to a territory?
You can assign accounts to the territories they belong to manually or by applying assignment rules. A rule identifies one or more characteristics you use to define that territory, and tells Enterprise Territory Management to assign accounts with those characteristics to that territory.
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.