This article will walk you through the process of creating a field on the Account object which allows you to sort customers by region.
Filter on the word "Account" then click Fields
Click "New" on the Custom Fields subsection.
Choosing Field Type
Select Formula as the Field Type
Choose Text as the return type and label the section as you deem appropriate.
Creating Advanced Formula
Numer 1: The name of the profile that is assigned to the CSM
Number 2: The name of the region you want to create
Note: You can do multiple profiles per region by doing this: CASE ("System Administrator" , "West Coast" , "CSM" , "West West Coast" , "Admin User" , "East Coast" , "Standard User" , "East Coast" )
Choose visibility on this screen for who can see the field.
New Account Field
In this example, because the account owner is Scott Morris and he falls under the System Administrator profile, the East Coast region is assigned to the account.
Setting Up Customer View By Region