Configure Enterprise Territory Management Permissions and Access for Administrators and Users | Salesforce
An important step in implementing Enterprise Territory Management is making sure the right users can access the right territory model elements, records, and record elements.
|Available in: Salesforce Classic|
|Available in: Enterprise, Performance, Unlimited, and Developer Editions|
|To assign user permissions:||“Manage Users”|
|To create, edit, and delete page layouts:||“Customize Application”|
This information applies to Enterprise Territory Management only, not to previous versions of Territory Management.
Make sure you understand how permissions affect territory model and record access in Enterprise Territory Management.
Assign user permissions as needed.
Add the Assigned Territories related list to your account page layouts. This list lets administrators manually assign territories to accounts and it lets users can identify which territories are assigned to their accounts. Make sure the related list includes the standard and custom fields (if any) that administrators and users need to view.
Add the Users in Assigned Territories related list to your account page layouts. This list lets administrators and users see all users assigned to the territories that are assigned to an account, according to their permissions. Make sure the related list includes the standard and custom fields (if any) that administrators and users need to view.
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.
Add any custom buttons, links, or actions you’ve created to territory page layouts.