Salesforce Region and Roles
Budget: $30 – $250 USD
I have six distinct sales regions already mapped to the role hierarchy in Salesforce. What’s missing is proper data segregation: each user sitting in a regional role must see, create, update only the Accounts that belong to that same region—nothing more.
The roles themselves are fine; the real work is in adjusting org-wide defaults, owner-based sharing, and any necessary criteria-based sharing rules so the boundary is airtight. Territory Management is available in the org but not yet enabled, so you are free to rely on traditional role-hierarchy sharing or propose a cleaner approach if it meets the requirement.
User assignment will remain manual for now, so the solution simply has to respect the role a user already sits in without additional automation. No extra reports or dashboards are required at this stage; I’ll handle that later once security is confirmed.
Deliverables
• Updated sharing model and rules that enforce regional access on the Account object
• A short verification plan and screenshots showing a user from each region exercising full CRUD (including delete) on their own records and zero visibility on others
• A short hand-off note outlining what was changed so I can maintain it going forward
I’ll spin up a sandbox for you and provide admin creds as soon as we agree on timing.
The roles themselves are fine; the real work is in adjusting org-wide defaults, owner-based sharing, and any necessary criteria-based sharing rules so the boundary is airtight. Territory Management is available in the org but not yet enabled, so you are free to rely on traditional role-hierarchy sharing or propose a cleaner approach if it meets the requirement.
User assignment will remain manual for now, so the solution simply has to respect the role a user already sits in without additional automation. No extra reports or dashboards are required at this stage; I’ll handle that later once security is confirmed.
Deliverables
• Updated sharing model and rules that enforce regional access on the Account object
• A short verification plan and screenshots showing a user from each region exercising full CRUD (including delete) on their own records and zero visibility on others
• A short hand-off note outlining what was changed so I can maintain it going forward
I’ll spin up a sandbox for you and provide admin creds as soon as we agree on timing.