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I have a business user who is getting Read/Write access to opportunity via sharing rule, but he is not able to change the Territory value in Opportunity.

User is getting the error - "insufficient access rights on cross-reference id"

Do we need to provide any other permission so that he will be able to change the territory lookup value.

Error Message

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As per this documentation below user permission is required to assign opportunity to territory manually.

REQUIRED EDITIONS AND USER PERMISSIONS

Available in: Salesforce Classic for some features and Lightning Experience for all features

Available in: Performance and Developer Editions and in Enterprise and Unlimited Editions with the Sales Cloud

USER PERMISSIONS NEEDED

To assign opportunities to any territory in the active model in Lightning Experience: Full access to the opportunities’ parent accounts

To assign opportunities to any territory in the active model in Salesforce Classic: View access or higher to the opportunities’ parent accounts

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  • I had a look at this documentation. I am trying in lightning and making the same user as owner of Account. Still no luck! Jul 14, 2023 at 4:57

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