Loading
Salesforce Enforces New Security Requirements in Summer 2026Read More
Sales Basics
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Enable Filter-Based Opportunity Territory Assignment

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Basics

            Enable Filter-Based Opportunity Territory Assignment

            Automate assignment of territories to opportunities when you enable and configure filter-based opportunity territory assignment.

            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
            User Permissions Needed
            To enable filter-based opportunity territory assignment: Customize Application
            1. From Setup, enter Territories in the Quick Find box, and then select the territory settings.
            2. Enable Filter-Based Opportunity Territory Assignment.
            3. If your organization is using the Apex code Salesforce provides, first create the class and then return to this Settings page and enter the class name: OppTerrAssignDefaultLogicFilter. If you opt to use your own code for the Apex class, come back and enter the name of the class that you create.
            4. Select how you want to run the filter-based opportunity territory assignment job.
              You can choose to run the job when opportunities are created or by using multithreading. We recommend enabling multithreading only if you’re assigning opportunity or opportunity product splits.
            5. Save your settings.

            See Also

             
            Loading
            Salesforce Help | Article