AccountTerritorySharingRule

Represents the rules for sharing an Account within a Territory.

The original territory management feature is scheduled for retirement for all customers as of Summer ’21. 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. We also strongly recommend that you keep a comprehensive backup of your territory data while you’re still using the original territory management feature. For more information, see The Original Territory Management Module Will Be Retired in the Summer ’21 Release. The information in this topic applies to the original territory management feature only, and not to Enterprise Territory Management.

Note

Supported Calls

create(), delete(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), update(), upsert()

Special Access Rules

Customer Portal users can't access this object.

Fields

Field	Details
AccountAccessLevel	Type picklist Properties Create, Filter, Group, Restricted picklist, Sort, Update Description A value that represents the type of sharing being allowed. The possible values are: Read Edit All
CaseAccessLevel	Type picklist Properties Create, Filter, Group, Restricted picklist, Sort, Update Description A value that represents the type of access granted to the target group for all child cases of the account. The possible values are: None Read Edit
ContactAccessLevel	Type picklist Properties Filter, Group, Restricted picklist, Sort Description A value that represents the type of access granted to the target group for all related contacts on the account. The possible values are: None Read Edit This field is read only. Note
Description	Type textarea Properties Create, Filter, Nillable, Sort, Update Description A description of the sharing rule. Maximum size is 1000 characters. This field is available in API version 29.0 and later.
DeveloperName	Type string Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The unique name of the object in the API. This name can contain only underscores and alphanumeric characters, and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. In managed packages, this field prevents naming conflicts on package installations. With this field, a developer can change the object’s name in a managed package and the changes are reflected in a subscriber’s organization. Corresponds to Rule Name in the user interface. This field is available in API version 24.0 and later. When creating large sets of data, always specify a unique DeveloperName for each record. If no DeveloperName is specified, performance may slow while Salesforce generates one for each record. Note
GroupId	Type reference Properties Create, Filter, Group, Sort Description The ID representing the source group. Accounts owned by users in the source territory trigger the rule to give access.
Name	Type string Properties Create, Filter, Group, Sort, Update Description Label of the sharing rule as it appears in the user interface. Limited to 80 characters. Corresponds to Label on the user interface.
OpportunityAccessLevel	Type picklist Properties Create, Filter, Group, Restricted picklist, Sort, Update Description A value that represents the type of access granted to the target group for all opportunities associated with the account. The possible values are: None Read Edit
UserOrGroupId	Type reference Properties Create, Filter, Group, Sort Description The ID representing the user or group being given access, or, if a territory ID, the users assigned to that territory.

Usage

Use this object to manage the sharing rules for a particular object. General sharing and Territory-related sharing use this object.

Object Reference for Salesforce and Lightning Platform

AccountTerritorySharingRule

Supported Calls

Special Access Rules

Fields

Usage

See Also