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            Assign Users and Roles to Salesforce Territories

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            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.

            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. Edit an area, and then expand Assigned Users.
            3. Click Add. Enter a user that you want to assign to the area, select the user’s role, and then click Assign. Repeat this step for every user that you assign to the area.
              The user and role from Sales Territories that you assign to the area
            4. Save your work.
             
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