Identify which accounts or opportunities are assigned to the territories you cover when you create a list view.
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 territories in all your organization’s territory models: | Manage Territories AND View Setup and Configuration |
| To view territories in your organization’s Active territory model: | View Setup and Configuration |
| To view accounts: | Read on Accounts |
| To view opportunities: | Read on Opportunities |
The My Territories filter shows accounts and opportunities that belong to the territories you’re assigned to. The My Territory Team’s filter shows accounts and opportunities for territories you’re assigned to and their descendant territories.
- On the Accounts or Opportunities tab, begin creating a list view.
- Give the view a name, and then specify My territories’ or My territory team’s in the filter criteria. Add other filters if you need them.
- Choose other fields you want to filter on, then select any other fields you want the list view to show.
- Save your changes.