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            Set Up Territory Assignments for Opportunity Splits and Opportunity Product Splits

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            Set Up Territory Assignments for Opportunity Splits and Opportunity Product Splits

            Prepare your sales teams to see how territories contribute to overall sales by assigning opportunity splits and opportunity product splits to territories.

            Required Editions

            Available in: Enterprise, Performance, Unlimited, and Developer Editions.
            User Permissions Needed
            To enable Sales Territories: Customize Application
            To configure territory types, territory models, and territories:

            View Setup and Configuration

            AND

            Manage Territories
            To enable Opportunity Splits and Opportunity Product Splits: Modify All Data
            To add fields to Opportunity Splits and Opportunity Product Splits page layouts: Modify All Data

            To set up splits to include territory assignments, complete these setup steps.

            1. Enable sales territories and related features.
            2. Configure territory types, configure territory models, and set up your territories.
            3. Turn on Opportunity Splits.
            4. Set up Opportunity Product Splits.
            5. Finally, so your users can assign territories to splits, add the Split Territory field on the Opportunity Split and Opportunity Product Split multi-line page layouts.
            Note
            Note To assign territories to splits, you must have an active territory model with territories.
             
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