How are opportunities assigned to territories? | Salesforce
How are opportunities assigned to territories?
This information applies to the original Territory Management feature only, and not to Enterprise Territory Management.
Opportunities are automatically assigned to territories based on the following actions.
Creating a new opportunity
Running account assignment rules
When account assignment rules are run, opportunities are automatically assigned to the same territory as the account when:
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.
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