To allow users to manually search for and assign territories to opportunities, updating the profile with the Manage Territory permission is necessary. Here’s why:
Permission Requirements: The Manage Territory permission allows users to access and assign territories within active territory models. This enables them to search for and manually assign the correct territory to opportunities.
Manual Territory Assignment: Granting this permission allows the user to interact with the territory management features directly and assign territories as required.
Salesforce Best Practices: Salesforce recommends using profile and permission set adjustments to control access to territory management features, ensuring users have appropriate permissions to perform their tasks.
[: Salesforce’s Territory Management documentation details permissions needed for territory assignments and how to configure them., In summary, updating the profile with the Manage Territory permission (Option C) enables users to manually search and assign territories within an active territory model., ]
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