When setting up divisions, you must create divisions and assign records to divisions to make sure that your data is categorized effectively.
|Available in: Salesforce Classic|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
|To create or edit divisions:||“Modify All Data”|
Before you can use the divisions feature for your organization, you must enable divisions. If you are using a standard object, contact Salesforce to enable divisions for your organization. For custom objects, select Enable Divisions on the custom object definition page to enable divisions.
- Plan which divisions you need based on how you want to segment your data.
For example, you may want one division for all the records belonging to your North American sales team and one division for your European sales team.
- Create divisions for your organization. All existing records are assigned to the “Global” division by default. You can change the default division name, create additional divisions, and move user and data records between divisions.
- Transfer leads, accounts, and custom objects into relevant divisions. When records are assigned to a division, associated records are assigned the same division.
For example, when you change the division assigned to an account, related records such as contacts and opportunities are assigned to the same division.
- Add division fields to page layouts.
- Add divisions to field-level security.
- Set the default division for all users. New accounts and leads are assigned to the user’s default division unless the user explicitly assigns a different division. New records related to existing records are assigned to the existing record’s division.
- Enable the “Affected by Divisions” permission for users who should be able to limit list views by division, search within a division, or report within a division.
Users who don’t have the “Affected by Divisions” permission still have a default user-level division, can view division fields, change the division for a record, and specify a division when creating records.