ETM Automation of Lead Territory Assignment

Now that leads are included in ETM is it possible to build Automation via Apex to auto assign territories to Leads based on assignment rules (similar to what's possible for Opportunities)?

9 answers

Dave Lapidus (OSF Global Services)
Nov 28, 2024, 11:48 AM
@Tom Bassett thank you! I thought I was going crazy.

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Territory Management

This group is created for customers who are interested in the Territory Management module. The intent is for customers to provide requirements, share ideas, and feedback on Territory Management. Customers may also leverage this group to collaborate with each other on Territory Management. This group is NOT for providing any immediate guidance/solution on how to use existing Territory Management module or a Custom (or AppExchange Partner) Solution for Territory Management. Also kindly note that we CANNOT commit to providing technical support within this group. We may (and probably will) try to help you with any clarification regarding Territory Management functionality if you bring them to this forum, but if you have an urgent production support issue you should go through your normal support channels.

ETM Automation of Lead Territory Assignment

Territory Management

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