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            Run the Opportunity Territory Assignment Filter

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            Run the Opportunity Territory Assignment Filter

            Assign territories to opportunities based on the filter logic in the Apex class.

            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 run the opportunity territory assignment filter:

            Manage Territories AND View Setup and Configuration

            OR

            Customize Application
            1. From Setup, enter Territories in the Quick Find box, and then select the territory settings.
            2. Verify these settings.
              • Filter-based opportunity territory assignment is enabled.
              • An Apex class is specified.
              Only Salesforce admins, opportunity owners, and users above the opportunity owners in the role hierarchy can manage filter logic exclusion by selecting or deselecting Exclude from the territory assignment filter logic on opportunities.
            3. From Setup, enter Territory Models in the Quick Find box, then select Territory Models.
            4. View the active territory model’s hierarchy.
            5. Click Run Opportunity Filter, and then select options for the opportunities and date ranges to include.
            6. Run the opportunity filter.
              When the job is complete, you receive an email.

            See Also

             
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