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            Requirements for Assigning Opportunities to Territories Manually

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            Requirements for Assigning Opportunities to Territories Manually

            Set your expectations for when you assign opportunities to territories manually through Sales Territories. Assignment options depend on your access to those opportunities’ parent records and your Salesforce user interface.

            Required Editions

            Available in: Salesforce Classic for some features and Lightning Experience for all features
            Available in: Performance and Developer Editions and in Enterprise and Unlimited Editions with Sales
            For... It’s important to know that...
            Anyone who updates assignments

            These stakeholders can edit the Territory field on opportunities.

            • Opportunity owners with access to their opportunities’ accounts
            • Anyone above opportunity owners in the role hierarchy
            • Salesforce admins
            Access for parent territories When you manually assign opportunities to territories, only users assigned to those territories get edit access. Respective parent territories get read-only access.
            Lightning Experience users Assigning opportunities to any territory in the active model requires full access to accounts. Otherwise, stakeholders can assign opportunities to only the accounts’ assigned territories.
            Salesforce Classic users Stakeholders can assign opportunities to any territory in the active model, even without full access to accounts.
             
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