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Sales Performance Management
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            Assigning Accounts, Users, and Roles for Sales Territories

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            Assigning Accounts, Users, and Roles for Sales Territories

            Maintain and fine-tune assignments for Sales Territories models on a map. Import assignments into Territory Planning, update your assignments, and then publish your updates to your Salesforce territory model.

            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
            • Adjust Account Assignments in Sales Territories
              Create datasets that include assigned accounts in a territory model from Sales Territories. Using those datasets, create and optimize alignments in Territory Planning, then publish them as your fine-tuned territories in Salesforce.
            • Assign Users and Roles to Salesforce Territories
              Add users and the roles that they serve to each area in Territory Planning. When you publish alignments to Sales Territories, those assigned users and their roles appear in Salesforce territory models.
             
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