Salesforce Security Guide

Salesforce Security Guide
Salesforce Security Basics
Authenticate Users
Give Users Access to Data
Share Objects and Fields
Field-Level Security
Sharing Rules
Criteria-Based Sharing Rules
Creating Lead Sharing Rules
Creating Account Sharing Rules
Create Account Territory Sharing Rules
Create Contact Sharing Rules
Creating Opportunity Sharing Rules
Creating Case Sharing Rules
Creating Campaign Sharing Rules
Creating Custom Object Sharing Rules
Creating User Sharing Rules
Sharing Rule Categories
Editing Lead Sharing Rules
Editing Account Sharing Rules
Editing Account Territory Sharing Rules
Editing Contact Sharing Rules
Editing Opportunity Sharing Rules
Editing Case Sharing Rules
Editing Campaign Sharing Rules
Editing Custom Object Sharing Rules
Editing User Sharing Rules
Sharing Rule Considerations
Recalculate Sharing Rules
Asynchronous Parallel Recalculation of Sharing Rules
User Sharing
What Is a Group?
Organization-Wide Sharing Defaults
Strengthen Your Data's Security with Shield Platform Encryption
Monitoring Your Organization’s Security
Security Guidelines for Apex and Visualforce Development
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Create Account Territory Sharing Rules

Account territory sharing rules are based on territory assignment. You can define up to 300 account territory sharing rules.
Available in: Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To create sharing rules: Manage Sharing

The original territory management feature is scheduled for retirement for all customers as of Summer ’20. After the feature is retired, users can’t access the original territory management feature and its underlying data. We encourage you to migrate to Enterprise Territory Management. For more information, see The Original Territory Management Module Will Be Retired in the Summer ’20 Release. The information in this topic applies to the original Territory Management feature only, and not to Enterprise Territory Management.

Note

  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 dropdown list and a territory from the second dropdown 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.