Visibility of Accounts and Territories

  • iPad
  • iPhone
  • Online
  • Windows

Accounts display on the My Accounts screen based on the value selected from the Territory picklist. The Territory picklist contains the territories the user is assigned to and can view. The territory also controls which territory fields display in the list. For manager-level territories, the My Accounts screen displays all accounts assigned to that territory as well as the accounts assigned to its child territories based on the territory picklist value selected. The values displayed in the Territory picklist include all the territories that directly roll up to the selected territory in the Territory Hierarchy.

A user with Modify All Data privileges, for example, a System Administrator, can modify any public view saved in My Accounts.

Ensure initial configuration is complete to use this functionality.