What is required to implement Filter-Based Opportunity Territory Assignment?

Question

Kelvin Galabuzi · Accepted Answer

Define a custom Apex class for Filter-Based Opportunity Territory Assignment in the system.

Kelvin Galabuzi · Answer

Define an account assignment with a filter criteria rule for Filter-Based Opportunity Territory Assignment.

Kelvin Galabuzi · Answer

Define a Territory assignment rule with filter criteria for Filter-Based Opportunity Territory Assignment.

Kelvin Galabuzi · Answer

Define an Opportunity assignment rule with filter criteria for Filter-Based Opportunity Territory Assignment.

List of questions