Salesforce Sharing and Visibility Certification Practice Exam

What needs to be defined to create a Filter-Based Opportunity Territory Assignment?

1. Define a Territory assignment rule with filter criteria.

2. Define a custom Lightning component for Territory management.

3. Define an account assignment rule based on Activity history.

4. Define a concrete strategy to prioritize Territory assignments.

The correct answer is: Define a Territory assignment rule with filter criteria.

To create a Filter-Based Opportunity Territory Assignment, defining a Territory assignment rule with specific filter criteria is essential. This rule determines how opportunities are allocated to various territories based on predefined conditions, such as location, industry, or other attributes of the opportunity. The filter criteria act as the guidelines that evaluate each opportunity and dictate when it falls into a particular territory based on the specified conditions. By establishing these rules, sales organizations can effectively manage their sales territories, ensuring that opportunities are assigned logically and strategically based on the characteristics outlined in the filter criteria. This structured approach helps in aligning sales efforts with business objectives and improving efficiency in territory management. While custom Lightning components, account assignment rules, and strategies to prioritize assignments are valuable in different contexts of Salesforce settings, they do not directly pertain to the creation of a Filter-Based Opportunity Territory Assignment. Therefore, the focus on defining a Territory assignment rule with the necessary filter criteria is pivotal for this specific task.