+ Start a Discussion
Shabs786521Shabs786521 

Binding custom object with Territory management.

Hi,

 

 

I have created a custom object in salesforce called SalesOrder which allows users to create SalesOrders. The issue is a user associated with a territory cannot view the records(salesorders) created by a user of the same territory though he has been assigned to the same territory with same rules.  I have checked the rules and workflows and made sure that both the users have the same sharing rules.  A User above this user in a role Hierarchy cannot view, create, update, salesorder records created by users underneath it. Once again i have checked all the sharing rules and the territory management side and all seems ok.

 I have been told that custom objects cannot be linked to territory management and the records created within a custom object cannot be segregated to users.  

Any help in this regard will be highly appreciated.

Thanks

Shabs

trublutrublu

hi. could a custom object that has Account as its master be able to use territory management?

 

Thanks a lot!