1. Plan which divisions you need based on how you want tosegment your data. For example, use one division for all the records belonging to your North American sales team and one division for your European sales team.100
2. Create divisions for your organization. All existing records are assigned to the “Global” division by default. You can change the default division name, create more divisions, and move user and data records between divisions.
3. Transfer leads, accounts,and custom objects into relevant divisions. When records areassigned to a division, associated records are assigned the same division. For example, when you change the division assigned to anaccount, related records such as contacts and opportunities are assignedto the same division.
4. Add division fields to page layouts.
5. Add divisions to field-level security.
6. Set the default division for allusers. New accounts and leads are assigned to the user’s default division unless the user explicitly assigns a different division. New records related to existing records are assigned to the existing record’s division.
7. Enable the “Affected by Divisions” permission for users.Users with this permission can limit list views by division, search within a division, or report within a division. Users who don’t have the “Affected by Divisions” permission still have a default user-level division. They can view division fields, change the division for a record, and specify a division when creating records.