Opportunity Territory Assignment filter behavior when error occurs

Expected Behavior

This behavior is by design. The Opportunity Territory Assignment process uses batch processing where each batch operates as an all-or-none transaction. There is currently no configuration option or workaround to override this rollback behavior.

Recommended Actions to Minimize Impact

To reduce the impact of batch rollbacks during territory assignment:

1. Review opportunities for data quality issues (missing required fields, invalid territory criteria) before running territory assignment.
2. Check the territory assignment filter rules to identify conditions that may cause batch failures.
3. Run territory assignment in smaller scopes (for example, by a subset of opportunities or by territory) to isolate errors to smaller batches and reduce the rollback impact.