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Role and Territory Sharing Groups
Salesforce creates sharing groups for each role and territory in your Salesforce org.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
Available in: Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions Enterprise Territory Management is available in: Developer and Performance Editions and in Enterprise and Unlimited Editions with the Sales Cloud |
| User Permissions Needed | |
|---|---|
| To view users: | View Setup and Configuration |
| To edit users: | Manage Internal Users |
For each role in your hierarchy, Salesforce automatically creates sharing groups, which you can use in sharing rules and manual sharing:
- Role—users in the role plus users in roles above it in the hierarchy.
- Role and Internal Subordinates—users in the role, plus users in roles above and below it in the hierarchy, excluding portal or site users.
- Roles, Internal and Portal Subordinates—users in the role, plus users in roles above and below it in the hierarchy, including portal or site users. This group is only available when digital experiences is enabled for your organization and Experience Cloud site users are created with external account roles other than a shared person account role.
- Role and Subordinates—users in the role plus users in roles above and below it in the hierarchy. Deprecated. Use Roles and Internal Subordinates instead.
To view sharing group members, click Role or Role and Subordinates in the Sharing Groups field.
If Enterprise Territory Management is enabled for your org, each territory has sharing groups:
- Territory—users in the territory plus users in territories above it in the hierarchy.
- Territory and Subordinates—users in the territory plus users in territories above and below it in the hierarchy.
