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            Assign Account Teams to Territories

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            Assign Account Teams to Territories

            Ensure that team members get access to only the accounts that they’re responsible for when you assign members and select their roles within each territory area in Territory Planning. Then publish team assignments to accounts or to .csv files for importing into other systems.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with Web Services API enabled
            User Permissions Needed
            To modify alignment options:

            Sales Planning Ops Analyst permission set

            AND

            Query for Datapipelines User for Sales Planning permission set

            AND

            SF Maps Territory Planning for Sales Planning permission set
            1. Open an alignment and set the focus.
            2. In each territory, assign account team members and select their roles.
              Users and the roles that they serve in a territory
              To assign account team members to multiple areas simultaneously, create a .csv file that includes those users and their roles. Then import the .csv file into the alignment.
              Option to import account team assignments from a .csv file in the alignment's setup
            3. Save your changes.
            4. To publish assignments to accounts in Salesforce, select the scope for what you’re publishing. Add the object Assigned Users, and then select the target object Account Team Member.
              Publish options for account team assignments
            5. Select a target method for publishing team members to accounts, and then click Next.
              To... Set the target method to...
              Add roles and assigned team members to accounts while preserving established ones Add
              Overwrite all roles and assigned team members in accounts with the ones that you set in Territory Planning Overwrite
              Replace assigned team members using the role assignments that you set in Territory Planning Replace
            6. Click Publish.
              Team assignments appear on accounts within the alignment or focus that you published.
              Team assignments that appear on an account
             
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