---
schema_version: "1"
id: a9bb9d961360754937c48188debfa5ad2018da1b8b7b6885256cb2efcef3fa03
title: Set Up Divisions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/getting_started_with_divisions.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.getting_started_with_divisions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 05ca99af03471e504db1a7685bd61ba79c1ded6abf71af9b50afb785822a24dd
description: When setting up divisions, you must create divisions and assign records to divisions to make sure that your data is categorized effectively.
products:
  - Salesforce Platform
  - Cross Cloud
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d29799e76">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d29799e76 ">To create or edit divisions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d29799e76 ">Modify All Data</td>

          </tr>
        </tbody>
      </table>

Before you can use the divisions feature for your organization, you must enable divisions. If you are using a standard object, contact Salesforce to enable divisions for your organization. For custom objects, select Enable Divisions on the custom object definition page to enable divisions.

1. Plan which divisions you need based on how you want to segment your data.
    
    For example, use one division for all the records belonging to your North American sales team and one division for your European sales team.
2. Create divisions for your organization. All existing records are assigned to the “Global” division by default. You can change the default division name, create more divisions, and move user and data records between divisions.
3. Transfer leads, accounts, and custom objects into relevant divisions. When records are assigned to a division, associated records are assigned the same division.
    
    For example, when you change the division assigned to an account, related records such as contacts and opportunities are assigned to the same division.
4. Add division fields to page layouts.
5. Add divisions to field-level security.
6. Set the default division for all users. New accounts and leads are assigned to the user’s default division unless the user explicitly assigns a different division. New records related to existing records are assigned to the existing record’s division.
7. Enable the “Affected by Divisions” permission for users.
    
    Users with this permission can limit list views by division, search within a division, or report within a division. Users who don’t have the “Affected by Divisions” permission still have a default user-level division. They can view division fields, change the division for a record, and specify a division when creating records.

#### See Also

- [How Divisions Work](https://help.salesforce.com/s/articleView?id=xcloud.admin_division_overview.htm&release=264.0.0&type=5 "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.")
- [Create and Edit Divisions](https://help.salesforce.com/s/articleView?id=xcloud.creating_and_editing_divisions.htm&release=264.0.0&type=5 "Creating logical divisions for your organization helps you segment your records to make searching and reporting easier.")
- [Transferring Multiple Records Between Divisions](https://help.salesforce.com/s/articleView?id=xcloud.admin_divisionchange.htm&release=264.0.0&type=5 "Select groups of records to move into or between divisions.")
- [Change the Default Division for Users](https://help.salesforce.com/s/articleView?id=xcloud.user_defaultdivision_users.htm&release=264.0.0&type=5 "If you can manage user settings, you can change a user’s default division.")
- [Reporting With Divisions](https://help.salesforce.com/s/articleView?id=xcloud.reports_division.htm&release=264.0.0&type=5 "If your organization uses divisions to segment data, you can customize your reports to show records within specific divisions.")