|Available in: Salesforce Classic and Lightning Experience|
|Available in: Enterprise, Performance, Unlimited, and Developer Editions|
|To create sharing rules:||“Manage Sharing”|
Account territory sharing rules are based on territory assignment. You can define up to 300 account territory sharing rules.
- If you plan to include public groups in your sharing rule, confirm that the appropriate groups have been created.
- From Setup, enter Sharing Settings in the Quick Find box, then select Sharing Settings.
- In the Account Territory Sharing Rules related list, click New.
- Enter the Label Name and Rule Name. The Label is the sharing rule label as it appears on the user interface. The Rule Name is a unique name used by the API and managed packages.
- Enter the Description. This field describes the sharing rule. It is optional and can contain up to 1000 characters.
- In the Accounts in Territory line, select Territories or Territories and Subordinates from the first drop-down list and a territory from the second drop-down list.
- In the Share with line, specify the users who get access to the data: select a category from the first drop-down list and a set of users from the second drop-down list or lookup field.
- Select a setting for Default Account, Contract and Asset Access.
- In the remaining fields, select the access setting for the records associated with the shared account territories.
(available for associated contacts, opportunities, and cases only)
|Users can’t view or update records, unless access is granted outside of this sharing rule.|
|Read Only||Users can view, but not update, records.|
|Read/Write||Users can view and update records.|
is not available when the organization-wide default for contacts is set to Controlled by Parent.
- Click Save.