salesforce_security_impl_guide

Securing and Sharing Data
Creating Account Territory Sharing Rules
Access Setting
Private
(available for associated contacts, opportunities, and cases only)
Read Only
Read/Write
Description
Users can’t view or update records, unless access is granted
outside of this sharing rule.
Users can view, but not update, records.
Users can view and update records.
11. Click Save.
Note: Contact Access is not available when the organization-wide default for contacts is set to Controlled by Parent.
Creating Account Territory Sharing Rules
Account territory sharing rules are based on territory assignment. You can define up to 300 account
territory sharing rules.
1. If you plan to include public groups in your sharing rule, confirm that the appropriate groups
have been created.
2. From Setup, click Security Controls > Sharing Settings.
3. In the Account Territory Sharing Rules related list, click New.
4. Enter the Label Name and Rule Name. The Label is the sharing rule label as it appears on the
user interface. The Rule Name is a unique name used by the API and managed packages.
5. Enter the Description. This field describes the sharing rule. It is optional and can contain up to
1000 characters.
6. In the Accounts in Territory line, select Territories or Territories and Subordinates from the first
drop-down list and a territory from the second drop-down list.
EDITIONS
Available in:
• Enterprise
• Performance
• Unlimited
• Developer
USER PERMISSIONS
To create sharing rules:
• “Manage Sharing”
7. In the Share with line, specify the users who should have access to the data: select a category from the first drop-down list and
a set of users from the second drop-down list or lookup field.
8. Select a setting for Default Account, Contract and Asset Access .
9. In the remaining fields, select the access setting for the records associated with the shared account territories.
Access Setting
Private
(available for associated contacts, opportunities, and cases only)
Read Only
Read/Write
Description
Users can’t view or update records, unless access is granted
outside of this sharing rule.
Users can view, but not update, records.
Users can view and update records.
10. Click Save.
Note: Contact Access is not available when the organization-wide default for contacts is set to Controlled by Parent.
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