Share Accounts

Your administrator defines your organization's sharing model and your organization's default account access levels for territories. However, you can extend sharing privileges for your own data on an account-by-account basis.

Required Editions

Available in: Salesforce Classic

Business accounts available in: All Editions except Database.com

Person accounts available in Enterprise, Performance, Unlimited, and Developer Editions

  1. Click Sharing on the account detail page.
  2. To share the account with users, groups, roles, or territories, click Add.
    Note
    Note
    • You can’t restrict access beyond your organization’s default access levels. When you share an account, Salesforce prompts you to share any related contacts, opportunities, and cases that you have access to. Users must have at least “Read” permission to access the shared records.
    • If you’re using Enterprise Territory Management, you can select Territories or Territories and Subordinates when sharing an account.