Creating Account Territory Sharing Rules

Account territory sharing rules are based on territory assignment. You can define up to 300 account territory sharing rules.

1. If you plan to include public groups in your sharing rule, confirm that the appropriate groups have been created.
2. From Setup, enter Sharing Settings in the Quick Find box, then select Sharing Settings.
3. In the Account Territory Sharing Rules related list, click New.
4. 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.
5. Enter the Description. This field describes the sharing rule. It is optional and can contain up to 1000 characters.
6. 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.
7. 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.
8. Select a setting for Default Account, Contract and Asset Access.
9. In the remaining fields, select the access setting for the records associated with the shared account territories.

   Access Setting	Description
   Private (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.

   Contact Access is not available when the organization-wide default for contacts is set to Controlled by Parent.

   Note

10. Click Save.