Universal containers has a customer that meets criteria for two Enterprise Territory Management territories (Portugal and Southern Europe). What is necessary to assign opportunities to a territory for this account?

Question

Mihail Galabov · Accepted Answer

The territory with the highest territory type priority is automatically assigned to the opportunity.

Mihail Galabov · Answer

Create a process builder process that updates the territory field on the opportunity.

Mihail Galabov · Answer

Create an Apex class that implements Filter-Based Opportunity Territory Assignment.

Mihail Galabov · Answer

Create a criteria-based sharing rule on the opportunity to assign it to a territory

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