Assign Channel Sales Manager Territories to Opportunities

You use the Manage Sales Assignment Manager Objects task to configure territory assignment to opportunities.

This topic lists the profile options you can configure for opportunity team assignment, and it explains how to territory assignment to revenue items works, how rule based assignment of opportunities to resources works, and how to assign channel sales manager territories to opportunities.

You can't explicitly add territories to an opportunity. Rather, assignment manager automatically assigns territories to opportunity revenue items by matching the attributes of revenue items to territory dimensions, such as product or sales channel. When assignment manager assigns territories to opportunity product lines, the territory owner is also copied to the opportunity team.

What Profile Options Control Opportunity Team Assignment?

The following profile options control opportunity team assignment and other opportunity team functionality.

The following table shows the profile options that control opportunity team assignment and other opportunity team functionality and provides a description of each.

Profile Option	Description
Opportunity Assignment Mode	Determines the types of assignment modes allowed during opportunity assignment.
Opportunity Resource Deal Protection Period	Specifies the default number of days that territory resources are protected to stay on a deal, even if ineligible through territory realignment. The default value is 0.
Partner Resource Sales Team Access Level Default	Determines the default access level for partner resources added to the opportunity sales team. The default value is No Access.
Partner Resource Sales Team Function Default	Determines the default function for partner resources added to the opportunity sales team. The default value is Integrator.
Territory Based Resource Assignment Style	Determines whether to copy all territory resources to the opportunity team or just the territory owner during territory assignment. The default value is All.
Sales Team Member Assignment Rule Set Group	Specifies the rule set name that is used during rule-based assignment triggered by assignment manager.
Sales Team Member Recommendation Rule Set Group	Specifies the rule set name used during rule-based assignment when a user uses the team recommendations functionality.
Assignment Submission at Save Enabled	Determines whether the assignment engine is started automatically when an opportunity is saved. The default value is No.

How Does Territory Based Assignment of Revenue Items Work?

The following steps provide a high-level explanation of territory based assignment of revenue items.

1. 1. The assignment process automatically identifies matching territories based on the following two mapping sets:

   • Sales Account mapping set (Sales account centric)

   • Partner mapping set (partner centric)

2. Opportunity Management then assigns the territories to the revenue line items while taking into consideration deal protection settings you have configured.

   • The territory owner and team members gain full access to the opportunity.

3. Opportunity Management adds the revenue items to the Opportunity team. The Owner field does not change, but the assignment process expands the visibility of the record.

How Does Rule Based Assignment of Opportunities to Resources Work?

The following steps provide a high-level explanation of rule based assignment of opportunities to resources.

1. The assignment process automatically identifies matching resources based on the rules you configured.

2. Assignment manager assigns the resources to the opportunity as team members.

3. Each team member gains access to the opportunity. The Owner field does not change.

How to Start the Assignment Process

To start the assignment process, from the Actions menu on the Edit Opportunity page, you select the Save and Assign Opportunity action.