Assigning Territories in Active Territory Model for Opportunity Management | Cloud Kicks

D

To meet the requirement of manually searching for territories in an active territory model and assigning them to Opportunities in the Enterprise Territory Management implementation, the Consultant should suggest the following approach:

D. Use the default Enterprise Territory Management to provide access to assign any active territory to the Opportunity.

Explanation: Enterprise Territory Management is a feature in Salesforce that allows organizations to define and manage territories for their sales teams. It provides a hierarchical structure for territories and enables the assignment of accounts and opportunities to specific territories.

In this scenario, the requirement is to manually search for territories and assign them to Opportunities. The default Enterprise Territory Management functionality provides the necessary features to accomplish this task. Here's why:

1. Active Territory Model: Enterprise Territory Management allows you to define multiple territory models based on your organization's structure. Within each territory model, you can define territories and their hierarchy. An active territory model means that it is currently in use and can be used for territory assignment.

2. Manual Territory Search: With Enterprise Territory Management, users can manually search for territories based on various criteria such as territory name, owner, or location. This allows users to find the relevant territories they want to assign to Opportunities.

3. Territory Assignment: Once the user has found the desired territory, Enterprise Territory Management provides the functionality to assign the territory to Opportunities. This ensures that the Opportunities are associated with the correct territory for sales tracking and reporting purposes.

By using the default Enterprise Territory Management functionality, Cloud Kicks can leverage the built-in capabilities of Salesforce to fulfill their requirement without the need for custom development (option B). Additionally, enabling sharing access to the account (option A) or updating the profile with "Manage Territory" permission (option C) are not the recommended approaches because they do not directly address the requirement of manually searching for territories and assigning them to Opportunities.

Therefore, the most appropriate approach is to use the default Enterprise Territory Management to provide access to assign any active territory to the Opportunity, which aligns with option D.