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EJ Aufderheide Opportunity Assignment Filter
Has anyone successfully implemented the Opportunity Assignment Filter? We have not been able to get support on why it fails from the salesforece support team or our account manger.
Here is what our expereince is:
1. It will execute and assign for new opportunties.
2. When you Run Opportunity Filter from the Territory Model in Enterprise Territory Manngement you get one of two results.
1. It fails, says to contact salesforce support :(
2. It finishes, but does not assign the opportunities territories.
We expect it to work like stated in the documentation.
/*** Apex version of the default logic.
002 * If opportunity's assigned account is assigned to
003 * Case 1: 0 territories in active model
004 * then set territory2Id = null
005 * Case 2: 1 territory in active model
006 * then set territory2Id = account's territory2Id
007 * Case 3: 2 or more territories in active model
008 * then set territory2Id = account's territory2Id that is of highest priority.
009 * But if multiple territories have same highest priority, then set territory2Id = null
010 */
Much help needed and appreciated
Here is what our expereince is:
1. It will execute and assign for new opportunties.
2. When you Run Opportunity Filter from the Territory Model in Enterprise Territory Manngement you get one of two results.
1. It fails, says to contact salesforce support :(
2. It finishes, but does not assign the opportunities territories.
We expect it to work like stated in the documentation.
/*** Apex version of the default logic.
002 * If opportunity's assigned account is assigned to
003 * Case 1: 0 territories in active model
004 * then set territory2Id = null
005 * Case 2: 1 territory in active model
006 * then set territory2Id = account's territory2Id
007 * Case 3: 2 or more territories in active model
008 * then set territory2Id = account's territory2Id that is of highest priority.
009 * But if multiple territories have same highest priority, then set territory2Id = null
010 */
Much help needed and appreciated