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

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?

Vishal Sahare · Accepted Answer

The territory with the highest Territory Type Priority is automatically assigned to the Opportunity

Vishal Sahare · Answer

Create a criteria-based sharing rule on the Opportunity to assign It to a territory.

Vishal Sahare · Answer

Create a Process Builder Process that updates the Territory field on the Opportunity

Vishal Sahare · Answer

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

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