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Considerations for Managing Territory Assignments for Splits
Review important considerations before setting up and configuring the capability for sales teams to assign opportunity splits and opportunity product splits to territories.
| Opportunity Splits are available in: Lightning Experience and Salesforce Classic |
| Opportunity Product Splits are available in Lightning Experience |
| Available in: Performance and Developer Editions and Enterprise and Unlimited Editions with Sales |
Setup
- When you turn on View all opportunities associated with the territory’s child territory, regardless of who owns the opportunity, users in a parent territory have access to the opportunity when the territory is specified on the opportunity split or opportunity product split.
- When you turn on Use the opportunity’s territory as the default split territory when the
default revenue type split is created for the opportunity owner, anytime the default
opportunity owner split is created for a revenue type, that split inherits the territory
of the parent opportunity.
If you use an Apex script to auto-create splits for team members on opportunities, check your script to determine whether you need to update it before you turn on this setting. For example, if your Apex code is written to insert team member revenue type splits with nonzero percentages, your code can fail for opportunities with assigned territories. The reason is that when a team member revenue type split is inserted with a nonzero percentage, we take that percentage from an opportunity owner split in the same territory. If a split doesn’t exist in the same territory for the opportunity owner, the insert of the team member split fails.
Update your Apex logic to account for this new behavior by inserting the team member split with the same territory as the territory associated with the default opportunity owner split. First, insert the team member's split at 0%. Then do a bulk update of that split and the opportunity owner's split to update all splits to the percentages that you want.
Territory Models and Territories
- When you archive a territory model, users without the ManageTerritories permission can’t access the territories in that model.
- Split records retain the association with the territories in an archived territory model. While this association doesn’t cause errors, we recommend reassigning the records to territories in an active territory model.
- You can't delete territory models that have territories with associated opportunity splits or opportunity product splits. Remove the territory associations before you delete the territory models, or reassign the splits to other active territories.
- To delete an archived territory model, remove the territory associations or reassign the splits to a territory in an active territory model.
- You can reassign split records to different territories several ways.
- Use the filter-based opportunity territory assignment tool that’s available in Territory Settings in Setup (recommended).
- Users can manually reassign the territories.
- Use Data Loader to import updated records.
Fields and Reports
- The default field label in the multi-line layout on the opportunity split and opportunity product split object is Territory.
- To see reports of splits by territory, use the Split Archived Territory Name, Split Territory ID, Split Territory Name, and Split Territory Description fields on the Opportunity and Product Split Report and the Opportunity and Product Split Schedule Report.
- To see whether splits are associated with archived territory models, add the Archived Territory Name field to the Opportunity and Product Split and Opportunity and Product Split Schedule Reports.
