About Sales Resources and Opportunity Assignment

Sales resources (team members) are assigned to an opportunity either automatically by the assignment process, or when you add them to the sales team while editing an opportunity.

The following sections discuss different ways to assign sales resources to an opportunity.

Scheduled Processing

The preferred way to assign sales resources to an opportunity is using a scheduled process, also known as a batch process or batch method. There are two predefined scheduled processes for opportunity assignment as follows:

• Request Revenue Territory Assignment: Use this process to run territory-based assignment on opportunity product lines. During this process, the application evaluates every product line in the opportunity batch. Territories whose dimensions match the dimensional attributes of a given product line are then assigned to that line.

• Request Opportunity Resource Assignment: Use this process to run rule-based assignment on opportunities. During this process, assignment processing executes a set of rules, as defined in the profile option, Sales Team Member Assignment Rule Set Group, to find matching candidates for opportunities. If matching candidates are found, they're added to the opportunity team. Note that team members for whom lock assignment is disabled will be replaced if they no longer match the assignment rules.

Caution: These scheduled processes should not be requested to run in parallel against the same opportunity batch, to avoid potential locking issues. The scheduling service checks for such incompatibilities prior to initiating the assignment process.

Manually Assigning and Re-assigning

Users with Full access to an opportunity can manually assign or re-assign sales team members, including the opportunity owner. If an opportunity is re-assigned to a new owner manually, the original owner stays on the sales team as a non-primary team member, unless he's manually removed from the team.

Real Time Assignment Processing Action

From within an opportunity, sales representatives can use the assign opportunity action to run assignment processing to automatically assign, in real time, resources to the opportunity. Based on the setting of the profile option, Opportunity Assignment Mode, assignment processing uses territory-based assignment, rule-based assignment, or both.

Automatic Assignment On Saving an Opportunity

If the profile option, Assignment Submission at Save Enabled, is yes, when you save an opportunity, assignment processing runs assignment on the opportunity. In a similar way that on-demand assignment happens, assignment processing uses territory-based assignment, rule-based assignment, or both, based on the profile option, Opportunity Assignment Mode.