Give users access to records within the territories where they sell your company’s
products and services. Assigned users get access to records after you change the model’s state
from Planning to Active.
Required Editions
| Available in: Salesforce Classic for some features and Lightning Experience for
all features |
| Available in: Performance and Developer Editions and in
Enterprise and Unlimited Editions with Sales
|
| User Permissions
Needed |
| To assign users to territories: |
Manage Territories
|
The number of users assigned to territories can impact performance. If you assign more than
300 users to territories, test thoroughly for performance issues. To improve performance,
reduce the number of users per territory.
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From the territory model hierarchy, open the territory where you want to assign
users.
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On the territory’s detail page, in the Assigned Users related list, click
Manage Users.
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On the Assign Users page, select or search for the user you want to add.
-
Click Save.
