Final answer:
To share records with members of a territory in a CRM system like Salesforce, you need to enable Territory-Based Sharing Rules. These rules allow data sharing based on record assignment to territories after defining territories, assigning records, and creating sharing rules referencing those territories.
Step-by-step explanation:
In the context of Salesforce or similar customer relationship management (CRM) systems, to share records with members of a territory, you would need to enable Territory-Based Sharing Rules. These rules are part of the territory management features that allow records to be shared based on the assignment of records to specific territories. Depending on whether your organization uses the original Territory Management feature or the more recent Enterprise Territory Management, you will either create sharing rules within the Territory settings or using Sharing Rules settings itself.
To properly set up Territory-Based Sharing, an administrator would typically do the following:
- Define territories and hierarchy in the system.
- Assign records, such as opportunities, accounts, or cases, to the appropriate territories.
- Create sharing rules that specifically reference territory membership to grant access to users based on their territory assignments.
This enables organizations to systematically control access to CRM data based on the territorial alignment of their sales or service teams, ensuring that the right individuals have access to the right data.