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sasmita Assigned territories users to be assigned to Opportunity
Hi,
I would like to create a similar section "Users in Assigned territories" on Opportunity as its available in Account. How Could I add these Territory users in opportunity too?
Opportunity has only one lookup territory2 field and no other ways to add Territory teams to the Opportunity. Any standard way to achieve this rather adding any custom UI!
If anyone could help?
I would like to create a similar section "Users in Assigned territories" on Opportunity as its available in Account. How Could I add these Territory users in opportunity too?
Opportunity has only one lookup territory2 field and no other ways to add Territory teams to the Opportunity. Any standard way to achieve this rather adding any custom UI!
If anyone could help?
The "Users in Assigned Territories" is really only available in Account. The behavior is that on Account you have an Opportunity related list and on the Opportunity record, you have a field called "Territory" that will serve as a reference between Opportunity and Territory.
But it's working as designed that the related list is not available in Opportunity . Here are the links:
https://help.salesforce.com/articleView?id=territories_opps.htm&type=5
https://help.salesforce.com/articleView?
id=tm2_configure_territory_management_access_for_users.htm&type=5
https://help.salesforce.com/articleView?
id=tm2_identify_users_in_territories_assigned_account.htm&type=5
If you'll need to make it available, only option is to make something out of the box which is custom coding -> https://sudipta-deb.in/2018/10/apex-code-to-assign-territories-to-opportunities.html
Hope it Helps !