Share Individual Records by Territory

In Salesforce Classic, reps can share the records they own with the users assigned to territories. Sharing this way lets users grant wider access to records than what organization-wide defaults allow. For example, your team’s opportunities are private, but reps assigned to California work deals together, so they share their opportunities with coworkers.

Where: This feature is available in Salesforce Classic in Performance and Developer editions and in Enterprise and Unlimited editions with the Sales Cloud.

Why: When sharing a record, reps can now select Territories or Territories and Subordinates. Only territories in the active territory model are available.

An opportunity that is manually shared with the users assigned to the California territory

How: To let your reps share account records by territory, activate the critical update for enabling manual account sharing in Enterprise Territory Management. No setup is required to let your reps share other types of records by territory.