Territory Management Assignment Rules for Opportunities - Ideas - Salesforce Trailblazer Community
Trailblazer Community

All Ideas

Idea Details

Post an Idea
100  Points
Partial Delivery in Summer '15
Idea was partially delivered. We post an update about anything that wasn't delivered.

Territory Management Assignment Rules for Opportunities

Operational Reporting

We have the situation where the accounts are public but we still need territory management to properly handle sales reporting.  We have a large and complex territory structure that has users moving from territory to territory and some users have more than one territory.  When this is the case, the automatic assignment of a territory to an opportunity is essentially disabled since every account is assigned to every territory.

I would like to see territory assignment rules available at the opportunity just like you have them at the account level.  These would over ride the default assignment rules.

It would also be good to have a setting that indicates that all accounts are public and are available for all territories.  This avoids having to create an individual rule for each territory to get the accounts assigned to it.

Merge Idea · Flag

  • Upvotes
  • Downvotes

Ideas

Apps

from AppExchange

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



 

 

Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


 

Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.