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            Configure Territory Permissions and Access for Salesforce Admins and Users

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            Configure Territory Permissions and Access for Salesforce Admins and Users

            Ensure that the right users can access the right territory model elements, records, and record elements in Sales Territories.

            Required Editions

            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 Sales
            User Permissions Needed
            To assign user permissions: Manage Users
            To create, edit, and delete page layouts: Customize Application
            1. Make sure that you understand how permissions affect territory model and record access in Sales Territories.
            2. Assign user permissions as needed.
            3. Add the Assigned Territories related list to your account and lead page layouts. This list lets Salesforce admins manually assign accounts and leads to territories, and it lets users identify which territories are assigned to their accounts. Make sure that the related list includes the standard and custom fields (if any) that admins and users need.
            4. Add the Users in Assigned Territories related list to your account and lead page layouts. This list lets administrators and users see all users assigned to the territories that are assigned to an account or lead, according to their permissions. Make sure that the related list includes any standard and custom fields that administrators and users need.
            5. Add the Territory field to your Opportunity page layouts. This field lets administrators and sales managers manually assign a territory to an opportunity from a list of the territories assigned to the opportunity’s account. Add the Territory Name and Territory Description fields to Opportunity list views and reports so that users can identify assigned territories there.
            6. Add any custom buttons, links, or actions you’ve created to territory page layouts.

            See Also

             
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