Salesforce Territory Management: Assigning Opportunities to Territories

Salesforce Territory Management: Assigning Opportunities

Question

When using Sales force Territory Management, Accounts and Users can be in multiple territories, but an Opportunity can only be associated with a single territory.

How is an Opportunity assigned to a territory?

Answers

Explanations

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A. B. C. D.

D.

When using Salesforce Territory Management, an Opportunity can only be associated with a single territory. The territory determines which sales team is responsible for working on the Opportunity and for tracking its progress.

The Opportunity is assigned to a territory based on the intersection of the user's territory and the account's territory. This means that if the user who owns the Opportunity is assigned to a specific territory and the related account is also assigned to the same territory, then the Opportunity will be automatically assigned to that territory.

However, if the user and the account are assigned to different territories, the Opportunity will be assigned to the territory that is common to both. If there is no common territory, then the Opportunity will not be assigned to any territory.

To summarize, the correct answer to the question is option D: "By the intersection of the user's territory and the account territory."