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Automatic Territory Assignment Options Besides Profile Option - Assignment Submission at Save Enable — Cloud Customer Connect
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Automatic Territory Assignment Options Besides Profile Option - Assignment Submission at Save Enable

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edited Mar 23, 2021 12:37PM in Sales 2 comments

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Hi,

We've recently experienced that the territory assignment assignment isn't running automatically with the opportunities. We had to manually trigger via 'Save & Run Assignment' button for it to work. I raised an SR for this and their recommendation is to set the profile option - Assignment Submission at Save Enabled - to yes. But the caveat is the 'Save & Run Assignment' button is being turned off when this profile option is set to Yes.

I was wondering how come we were able to run the territory assignment automatically and have the 'Save & Run Assignment' button before. Is there another way to enable the automatic territory assignment for opportunities?

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