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            Define Default User Access for Territory Records

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            Define Default User Access for Territory Records

            Specify the default settings for how users can access and modify records associated with the sales territories you set up.

            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 create a territory model:

            View Setup and Configuration

            AND

            Manage Territories
            To change settings on the Territory Settings page: Customize Application

            Standard record access settings apply to accounts, leads, and opportunities. If you use Private default internal access for contacts or cases, you can set access for those records.

            You can also choose the access level that users get to the opportunities assigned to their territories’ child territories. For example, set the access level to view and edit to let users edit the opportunities assigned to their territories’ child territories.

            You can change the access provided by default settings when you create or edit a territory. The territory’s access level is inherited by the parent territories above it in the territory hierarchy. For example, San Francisco (view opportunities) is a child territory of California (view and edit opportunities). A user assigned to California has view access to San Francisco opportunities, but not view and edit.

            1. From Setup, enter Territories in the Quick Find box, and then select the territory settings.
            2. Select the default access levels you want for accounts, leads, and opportunities.
            3. If applicable, select the default access levels for contacts and cases.
            4. Click Save.

            See Also

             
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