Opportunity territory assignment is enabled for qualified organizations by default.
- Is the opportunity excluded from filter-based territory assignment? If so, no territory is assigned.
- Does the opportunity have an account assigned and does that account have a territory assigned from the active territory model? If so, the account’s territory is assigned to the opportunity. If not, no territory is assigned.
- Does the opportunity’s assigned account have multiple territories from the active model assigned? If so, the job can use a priority value from the Territory2type object or other criteria to determine which territory (if any) to assign to the opportunity.
For complete instructions on setting up and deploying filter-based opportunity territory assignment, see Enterprise Territory Management Implementation Guide. For details about the Apex class you need to create and deploy, see New and Changed Apex Classes.