• Creating a new opportunity
Opportunities that you create are automatically assigned a territory when you meet both of the following conditions:
– You belong to or have edit privileges on the same territory as the account on the opportunity.
– You have no other territories in common with that account. (Note that if you have the “Manage Territories” permission, you have
access to all territories, including the parent territories of the account. In this case, you do have other territories in common with
the account, unless the account is only assigned to a single top-level territory. No territory is assigned to the opportunity.)
For example, if you are in the territories Berkeley and San Francisco and the account is in the territories Portland, San Francisco, and
Seattle, the opportunity will be assigned to the San Francisco territory.
• Running account assignment rules
When account assignment rules are run, opportunities are automatically assigned to the same territory as the account when:
How do manually assigned accounts differ from those
assigned by account assignment rules?
Territory Management FAQ
– An opportunity does not have a territory and its account is added to a territory.
– An account moves from one territory to another. However, if an account assignment rule prohibits opportunities from moving
outside a given part of the territory hierarchy, the opportunities do not move and no longer belong to any territories.
Opportunities are not automatically assigned to the same territory as the account when:
– An account is removed from a territory and not reassigned to a new territory in the same operation. The account’s opportunities
from the original territory no longer belong to any territories.
– 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 the Confine Opportunity Assignment checkbox is checked.
Note: If the opportunity owner is not part of the new territory, he or she is added as an inactive member of the territory.
The following actions do not change an opportunity’s territory:
• Manually assigning the opportunity’s account to a territory
• Changing which account is associated with the opportunity
• Changing the account’s territory as a result of account assignment rules if the opportunity and its account are in different territories
• Transferring the opportunity to a new owner.
Cheers!!!