How Do Permissions for Territories Affect Feature and Data Access?

Anticipate how permissions for Sales Territories affect administration and provide access to records and data.

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

Make sure that user permissions provide the appropriate level of access for users. For example, if you want Sales Operations managers and selected Sales managers to be able to manage territories, assign the Manage Territories permission to them. Anyone who also creates account assignment rules needs the View All Records permission on Accounts.

Note Sales Territories operations that require Manage Territories also require View Setup and Configuration for accessing Setup. View Setup and Configuration isn’t required for performing those operations via API.

Responsibility	Required permissions, roles, or ownership
Administer specific territories and their descendants	Administer Territory Operations Also requires configuration for the TerritoryAdminAssignment standard object through Salesforce API version 63 and later.
Create territory models and all related records (such as territory types) View and manage territory models in all states: `Planning`, `Active`, and `Archived` Activate, archive, delete, or clone territory models View territory information on territory-assigned accounts and leads for territories in models in all states (`Planning`, `Active`, and `Archived`)	Manage Territories
Create or edit account assignment rules	View All Records on Accounts AND Manage Territories AND View Setup and Configuration OR Customize Application The fields available for account assignment rules depend on account field-level security settings. For example, a user has permissions to create account assignment rules, but their profile prevents them from viewing `Annual Revenue` on accounts. They can’t create account assignment rules that include that field.
View the Salesforce Setup tree, including territories settings View the territory model in `Active` state, including its related records (such as territory types and assignment rules) and other elements (such as the territory hierarchy) View the names of all accounts and leads assigned to territories in the `Active` territory model View territory information on territory-assigned accounts and leads for territories in models in the `Active` state only	View Setup and Configuration
View data for models in `Planning` and `Archived` states on reports that include territories, assigned records, or rules	Manage Territories
Manually assign a territory to an opportunity	Manual assignment capabilities depend on a few factors. See Requirements for Assigning Opportunities to Territories Manually.