Salesforce Sharing and Visibility Certification Practice Exam

What is required to implement Filter-Based Opportunity Territory Assignment?

1. Define an account assignment with a filter criteria rule for Filter-Based Opportunity Territory Assignment.

2. Define a Territory assignment rule with filter criteria for Filter-Based Opportunity Territory Assignment.

3. Define a custom Apex class for Filter-Based Opportunity Territory Assignment in the system.

4. Define an Opportunity assignment rule with filter criteria for Filter-Based Opportunity Territory Assignment.

The correct answer is: Define a custom Apex class for Filter-Based Opportunity Territory Assignment in the system.

To implement Filter-Based Opportunity Territory Assignment, it is essential to define a Territory assignment rule with filter criteria. This involves setting specific criteria that will determine how opportunities are assigned to different territories based on the characteristics of those opportunities. Territory management in Salesforce allows organizations to align their sales strategies and resource allocations more effectively. By creating a Territory assignment rule that incorporates filters, you simplify the assignment process and ensure that opportunities are associated with the most relevant territory based on predetermined conditions. This approach enhances accuracy in sales tracking and opportunity management, contributing to more effective sales operations. Defining a custom Apex class, as suggested in the chosen answer, is not necessary for this particular function and does not align with the Salesforce standard capabilities for territory assignment. While custom classes can extend functionality in Salesforce, they are not a prerequisite for implementing filter-based territories directly. Instead, using the built-in territory assignment rules is the most straightforward and effective method for achieving this goal.