Territory Management and the Role Hierarchy

Territory Management is a tool that provides specific and flexible security control for accounts and children of accounts. Security control for Territory Management is based on any field within accounts. With the Veeva CRM application, you will likely use Territory Management to control security to your accounts and use the Role Hierarchy to control security to other objects.

The objects that are controlled by Territory Management are:

  • Account
  • Contact, because it is a child of Account
  • Account Plans and Account Tactics, because they are children of Account
  • Any custom objects you create that is a child of Account

There are two different ways to implement record level security within salesforce.com. The Role hierarchy is the traditional way and works for all types of objects. The Role Hierarchy is a simple hierarchy that controls security to records based on the ownerid field of that record.