Set Opportunity Assignment Profile Options

Whether you're using territory-based assignment or rule-based assignment or both to assign resources to opportunities, initially in your implementation you should validate the setting of the following two profile options: Opportunity Assignment Mode and Assignment Submission at Save Enabled.

Set Opportunity Profile Options

Here's how to set opportunity profile options:

In the Setup and Maintenance work area, go to:
- Offering: Sales
- Functional Area: Opportunities
- Task: Manage Opportunity Profile Options
In the search region of the Manage Opportunity Profile Options page, select Opportunity Management as the application, or enter the profile option name directly in the Profile Display Name field.
In the list that's returned, click the profile option you want to retrieve the details about the profile option.
Set the profile option as needed.

These profile options influence the effect of territory-based opportunity assignment:

Profile Option Display Name	Default Value	Effect
Opportunity Assignment Mode	Territory-based Assignment Only	Specifies the type of assignment processing performed for opportunities. The available options are Territory-based Assignment Only, Rule-based Assignment Only, and Both (which runs both rule based and territory based assignment).
Assignment Submission at Save Enabled	No	Specifies whether to run assignment on an opportunity when it's saved in the UI. If you want assignment to run anytime users save an opportunity, set the profile option to `Yes`.
Territory Based Resource Assignment Style	All	Specifies if all members of the territory should be added to an opportunity team or just the owner. Or, if all (owner and members of the territory) should be excluded from the opportunity team. Note: The Lock Assignment check box, if selected, takes precedence and prevents a salesperson from being automatically removed from an opportunity through the assignment engine. Only users with Full access on the opportunity can select or deselect the Lock Assignment check box for sales team members.
Territory-Based Assignment Rule Category	None	Specify the rule category used for rule filtering during opportunity territory-based assignment.
Opportunity Resource Deal Protection Period	0	Specifies the default number of days that territory resources are protected to stay on a deal, even if ineligible through territory realignment.