Universal Containers has a customer that meets criteria for two Enterprise Territory Management territories (Portugal and Southern Europe). What is necessary to assign opportunities to a territory for this account?
A.
Create an Apex class that implements Filter-Based Opportunity Territory Assignment.
B.
Create a criteria-based sharing rule on the Opportunity to assign it to a territory.
C.
Create a Process Builder Process that updates the Territory field on the Opportunity.
D.
The territory with the highest TerritoryType Priority is automatically assigned to the Opportunity.
A.
Enterprise Territory Management in Salesforce allows you to model your sales territories based on criteria such as geography, industry, product line, and more. By default, accounts are assigned to territories based on these criteria, but opportunities are not.
To assign opportunities to territories, you can use Apex to create a class that implements Filter-Based Opportunity Territory Assignment. This class can define custom logic to assign opportunities to the correct territories based on your business needs.
D. is correct In Enterprise Territory Management (ETM), Salesforce uses a feature called territory model to manage sales territories. If a customer (or account) qualifies for multiple territories, the system automatically assigns opportunities to those territories based on predefined rules.
Since out of the box can do what A can do, Apex is overly complex for this requirement.
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