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I am trying to share record (Account) to Territory. I followed steps explained in Granting Access to Records. I have activated Enterprise Territory Management and created few territories. Still, I don't find any type option to choose Territory Or Territories and Subordinates in Search Type drop down of New Sharing screen. My current options are :- Manage Groups (and Subordinates), Partner Users, Portal Roles (and Subordinates), Public Groups, Roles (and Subordinates) & Users

Any help highly appreciated.

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enter image description hereI think you should Assignee Territories to your account first, Then you can find this territory in you User and Group Sharing. Hope it can help you.

  • I could add accounts to territory under territory model -> hierarchy -> choose one territory -> add account. But, I dont see any way to add territory from my account (account details page), dont see any field added by default. – Sabarish Sep 6 '17 at 17:20
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    Sorry for the confusion. I mean assign territories to account. It's the related list in the account page layout. Please see the above picture. – daniel wu Sep 7 '17 at 7:09
  • Yes, I could able to get Territory Related List into my Account details page (After updating Layout). I added territory as you mentioned. Still, I dont see Territories in new Group creation sharing screen. – Sabarish Sep 7 '17 at 18:51

protected by Community May 9 '18 at 13:32

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