Enable Opportunity Search Filter Record Set Values for Territory Membership

You can enable the territory membership and territory membership hierarchy values that appear in the opportunity search filter record sets.

The My territory membership record set returns records where the signed in user is either the owner or a member of territories assigned to the opportunity. The My territory membership hierarchy returns records where the signed in user is either the owner or a member of a territory assigned to the opportunity, or owner or member of a territory that's ascendant to an assigned territory. These record sets are predefined but they must be enabled before your salespeople can use them.

Here are the steps to enable the My territory membership and My territory membership hierarchy values for the opportunity search filter record sets.

1. Navigate to the Setup and Maintenance work area, and use the following:

   • Offering: Sales

   • Functional Area: Sales Foundation

   • Task: Manage Standard Lookups

2. In the Meaning field, enter Opportunity Search Filter Record Sets.

3. Click Search.

4. Select the lookup type you want to enable in the MOO_OPTY_SRCH_RECORD_SET: Lookup Codes page.

   • Scroll to the MYASSGMEMBTERROPTIES (My territory membership) lookup code and select Enabled.

   • Scroll to the MYASSGMEMBDESCTERROPTIES (My territory membership hierarchy) lookup code and select Enabled.

5. Click Save and Close.