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Identify Users in Territories Assigned to Accounts

Find out who has access to accounts directly in account detail pages.

Required Editions

Available in: both Salesforce Classic and Lightning Experience

Available in: Developer and Performance Editions and in Enterprise and Unlimited Editions with Sales

User Permissions Needed
To view users in territories from Active, Planning, or Archived territory models that are assigned to an account:

View Setup and Configuration

AND

Manage Territories
To view users in territories in the Active territory model that are assigned to an account:

View Setup and Configuration
  1. Open the account that has territories assigned.
  2. Identify the users from the Users in Assigned Territories related list.
    The Modified Date field in this related list tells the last time when the user territory association record was modified. In some cases, it indicates when the user was assigned to the territory.
Example
Example Six sales reps are assigned to the East Coast territory. Because XYZ Publishing is also assigned to the East Coast territory, those reps in the territory appear in the Users in Assigned Territories related list on the XYZ Publishing account.

See Also