Opportunity and Lead Territory Assignment Flexibility Using Custom Dimensions

Summary:

Overview of opportunity and lead territory assignment flexibility using custom dimensions feature and a demonstration of the one-time setup steps to enable a custom dimension and update the opportunity assignment configuration to map this dimension to a custom field on the opportunity revenue line, followed by an assignment run.

Content (required):

In update 22D, Sales organizations can use up to 10 custom dimensions, in addition to the existing dimensions.

In 23A custom fields on the opportunity or revenue line are available to use in the territory assignment of revenue lines. This offers greater flexibility while defining the boundaries of a salesrep's area of responsibility and expands the territory assignment flexibility for opportunities and leads.