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Sales Basics
Assign Users to Territories

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Assign Users to Territories

Give users access to records within the territories where they sell your company’s products and services. Assigned users get access to records after you change the model’s state from Planning to Active.

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 users to territories:

Manage Territories

The number of users assigned to territories can impact performance. If you assign more than 300 users to territories, test thoroughly for performance issues. To improve performance, reduce the number of users per territory.

  1. From the territory model hierarchy, open the territory where you want to assign users.
  2. On the territory’s detail page, in the Assigned Users related list, click Manage Users.
  3. On the Assign Users page, select or search for the user you want to add.
  4. Click Save.

See Also

 
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