The opportunity territory assignment filter automatically assigns territories to opportunities based on the filter logic in the Apex class.
|Available in: Salesforce Classic|
|Available in: Enterprise, Performance, Unlimited, and Developer Editions|
|To run the opportunity territory assignment filter:||
“View Setup and Configuration”
View the active territory model’s hierarchy.
Click Run Opportunity Filter to initiate the job that applies the filter. Select options for which opportunities to include . Show more options to enter a date range.
Click Run Opportunity Filter.
You’ll receive an email when the job is complete.