Divisions let you segment your organization's data into logical sections, making searches, reports, and list views more
meaningful to users. Divisions are useful for organizations with extremely large
amounts of data.
Required Editions
| Available in: Salesforce Classic |
| Available in: Professional, Enterprise,
Performance, Unlimited, and Developer
Editions
|
Divisions do not restrict access to data and are not meant for security purposes.
- How Divisions Work
Divisions can be assigned to users and other kinds of records. For example, you can create a report to show the opportunities for just the North American division to get accurate sales numbers for the North American sales team.
- Set Up Divisions
When setting up divisions, you must create divisions and assign records to divisions to make sure that your data is categorized effectively.
- Create and Edit Divisions
Creating logical divisions for your organization helps you segment your records to make searching and reporting easier.
- Transferring Multiple Records Between Divisions
Select groups of records to move into or between divisions.
- Change the Default Division for Users
If you can manage user settings, you can change a user’s default division.
- Reporting With Divisions
If your organization uses divisions to segment data, you can customize your reports to show records within specific divisions.
