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.


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
  • 1
    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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