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            Sharing and Permission Concepts

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            Sharing and Permission Concepts

            Apply the principle of least privilege when you restrict access to datasets and alignments among teammates in Territory Planning.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with Web Services API enabled

            To share and control who can view and modify datasets and alignments, their creators can:

            • Invite others to gather feedback before publishing.
            • Hide datasets and alignments altogether.
            • Restrict others’ access. The access that creators apply to datasets also applies to their alignments.
            • Transfer ownership. Keep in mind that the new owners can restrict the creators’ access.
             
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