Harrison Horan harrisonhoran
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/ OppTerrAssignDefaultLogicFilter.class
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January 30, 2023 21:13
Salesforce Opportunity Territory Assignment Logic
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| /*** Apex version of the default logic. | |
| * If opportunity's assigned account is assigned to | |
| * Case 1: 0 territories in active model | |
| * then set territory2Id = null | |
| * Case 2: 1 territory in active model | |
| * then set territory2Id = account's territory2Id | |
| * Case 3: 2 or more territories in active model | |
| * then set territory2Id = account's territory2Id that is of highest priority. | |
| * But if multiple territories have same highest priority, then set territory2Id = null | |
| */ |