How can I assign user's roles and profiles according to different countries in Salesforce?

Hi ,

It depends on your role hierarchy not where the user is physically based. Place all the territory users in terriroty based roles. Then use Sharing-Settings, set your Org-Wide Defaults for the required objects to Private, check for role-hierarchical sharing, and start criteria based sharing settings to open up the privacy.

Example:
1. Account's Billing Country = United States, Canada, Mexico assign to the "North America Role & Suboridnates"
2. Account's Billing Country = India, Pakistan, China, etc... assign to the "Asia Role & Subordinates"
3. Continue the logic as above

Listing every country would be time-consuming though, so you could even already have a field for "Territory" on the Account object as well that has the defined regions (North America, South America, Asia, Oceania, Europe...) and make rules based off that.

Thanks.

• This reply was modified 6 years, 11 months ago by  Prachi.