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Assign Region to a Location for Lightning

Goal

Learn how to select a Region for a Store Location. Regions are logical groups of business units. Each Location is optionally parented by a Region. This level of hierarchy supports reporting enhancements as well as standard and custom business logic.

After reading this article you will be able to:

  • Navigate to the location object
  • Assign a region to the location

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

Step One: Navigate to the Location

  1. Click the App Launcher icon.

1.1.png

 

  1. Enter <Locations> in the quick find input.
  2. Click Locations.

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Step Two: Assign a Region to the Location

  1. Select the desired location.

2.1.png

 

  1. Click Edit.

2.2.png

 

  1. Click the Region field.
  2. Select desired region.
  3. Click Save.

 2.3 2.4 2.5.png