Enable Filter-Based Opportunity Territory Assignment
- From Setup, enter Territories in the Quick Find box, and then select the territory settings.
- Enable Filter-Based Opportunity Territory Assignment.
- If your organization is using the Apex code Salesforce provides, first create the class and then return to this Settings page and enter the class name:OppTerrAssignDefaultLogicFilter. If you opt to use your own code for the Apex class, you’ll come back and enter the name of the class that you create.
- If you want to run the filter-based opportunity territory assignment job when opportunities are created, select that option.
- Save your settings.