| Search |
If you have the “Affected by Divisions” permission:
- In sidebar search, you can select a single division, or all
divisions.
- In advanced search, you can select a single division or all
divisions.
- In global search, you can search a single division or all
divisions.
- For searches in lookup dialogs, the results include records in
the division you select from the drop-down list in the lookup
dialog window.
All searches within a specific
division also include the global division. For example, if you
search within a division called Western Division, your results
include records found in both the Western Division and the
global division.
If you do not have the
“Affected by Divisions” permission, your search
results always include records in all divisions.
|
| List views |
If you have the “Affected by Divisions” permission, list views include only the records in the
division you specify when creating or editing the list view. List views that don’t include all records
(such as My Open Cases) include records in all divisions.
If you do not have the “Affected by
Divisions” permission, your list views always include records in all divisions.
|
| Chatter |
Chatter doesn’t support divisions. For example, you
can’t use separate Chatter feeds for different divisions. |
| Reports |
If you have the “Affected by Divisions” permission, you can set your report options to include
records in just one division or all divisions. Reports that use standard filters (such as My Cases or My
team’s accounts) show records in all divisions, and can’t further limited to a specific division.
If you do not have the “Affected by Divisions” permission, your reports always include
records in all divisions.
|
| Viewing records and related lists |
When viewing the detail page of a record, the related lists show all associated records that you have access
to, regardless of division. |
| Creating records |
When you create accounts, leads, or custom objects that are enabled
for divisions, the division is automatically set to your default
division, unless you override this setting.
When you create records
related to an account or other record that already has a division,
the new record is assigned to the existing record’s division.
For example, if you create a custom object record that is on the
detail side of a master-detail relationship with a custom object
that has divisions enabled, it is assigned the master
record’s division.
When you create records that are not
related to other records, such as private opportunities or contacts
not related to an account, the division is automatically set to the
global division.
|
| Editing records |
When editing accounts, leads, or custom objects that are enabled for
divisions, you can change the division. All records that are associated
through a master-detail relationship are automatically transferred to
the new division as well. For example, contacts and opportunities are
transferred to the new division of their associated account. Detail
custom objects are transferred to their master record’s new
division.
When editing other types of records, you can’t
change the division setting.
|
| Custom objects |
When you enable divisions for a custom object, Salesforce initially
assigns each record for that custom object to the global
division.
When you create a custom object record:
- If the custom object is enabled for divisions, the record adopts
your default division.
- If the custom object is on the detail side of a master-detail
relationship with a divisions-enabled custom object, the record
adopts the division of the master record.
|
| Relationships |
If you convert a lookup relationship to a master-detail relationship,
detail records lose their current division and inherit the division of
their master record.
If you convert a master-detail relationship to a
lookup relationship, the previous master record determines the
division for any detail records.
If you delete a master-detail
relationship, the previous master record determines the division for
any detail records.
|
