Manage Regions

Learn how to view and manage standard and custom regions.

About Regions

Vault supports grouping countries by region and provides standard Regions. You can add, edit, and delete Regions to support your business processes. You can also update the Region Vault sets on each Country record. Currently, the Region object has no associated business functionality, but future features can leverage this data structure.

Prerequisite

To view, add, edit, or remove Regions on Country records, you must enable Regions for Countries.

Manage Region Records

You can view and manage Region records from Business Admin > Objects > Regions. With the correct permissions on the Region object, you can view, create, edit, and delete Region records.

How to Add and Edit Regions

To add or edit Regions:

  1. Use the Regions page:
    • To add a Region, select Create.
    • To edit a Region, select an existing Region, and then select Edit.
  2. Optional: Enter or edit the Region Name.
  3. Optional: Enter a Region Abbreviation.
  4. Select Save.

How to Delete Regions

To delete Regions:

  1. On the Regions page, hover over an existing Region and select Delete from the record’s All Actions menu.
  2. On the Delete Record dialog, select Continue.

Configure Regions on Countries

You can view and manage Regions on Countries from Business Admin > Objects > Countries. Vault populates Regions on all standard Country records, except for Antarctica and Unknown. Vault does not populate Regions on custom Country records.

How to Add, Edit, or Remove Regions on Countries

To add, edit, or remove Regions on Country records:

  1. On the Countries page, select an existing Country, and then select Edit.
  2. In the Region field:
    • To add or edit a Region, select a Region from the picklist.
    • To remove a Region, clear the field.
  3. Select Save.