Territory distribution and sharing for presentations and email templates
Key Takeaway
Double-clicking a parent territory's checkbox assigns that parent and all its existing and future child territories. Because presentation sharing is based on territory assignments, turn off "View All Records" for the Presentation object on each user profile.
In Agentforce Life Sciences for Customer Engagement, you control who can use a presentation or a field email template by assigning territories to it, a step called territory distribution. Only sales reps in the assigned territories can access that content. Record sharing for this content is based on territory assignments, so the org's sharing settings must be set to match.
How to distribute a presentation or field email template
Distribution requires the "Life Sciences Commercial Admin" permission set. You distribute content in the Admin Console, where presentations and field email templates each have their own page and section.
| Presentations | Field email templates | |
|---|---|---|
| Go to | Intelligent Content > Presentations | Email > Email Templates |
| Use this section | Territory Distribution | Territory Search |
Before you distribute field email templates, configure account territories and the territory hierarchy, because distribution works against that hierarchy.
- In the Admin Console, go to the page for your content type.
- Open the presentation or field email template record, and click "Edit".
- In the Territory Distribution or Territory Search section, find territories by searching for the territory name or by expanding the territory alignment tree.
- Select the territories you want.
- Save the record.
Presentation distribution is tied to products. To select territories that aren't aligned with the products assigned to the presentation pages, you must turn on "Select unassigned territories".
For presentations, reps in the assigned territories get their access in the content library.