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Cloud Kicks wants to assign territories in bulk to Opportunities. What should the consultant do to meet the requirement?
Correct Answer: C
In Salesforce, territories can be assigned to Opportunities using the filter-based assignment process. This allows bulk assignment of territories based on specific criteria, which can be customized to match Opportunities to the most relevant territories. The filter-based assignment is an efficient approach when working with large volumes of Opportunities, as it automates the process based on predefined rules, ensuring consistency and accuracy. Salesforce documentation on Territory Management details how the filter-based assignment tool is suitable for scenarios where bulk processing is required, as it can automatically apply the correct territory to Opportunities based on set filters.