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            Add and Create Roles for Users Assigned to Sales Territories

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            Add and Create Roles for Users Assigned to Sales Territories

            Let your sales and service teams assign specific territory team roles from Salesforce to areas in Territory Planning. Each role that you create maps to a territory team role. After you create alignments and publish them to Sales Territories, 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 manage Territory Planning options in the Salesforce Maps package: Customize Application
            1. From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
            2. Next to the Salesforce Maps package, click Configure.
            3. Under Territory Planning, click Area Roles.
            4. Assign a territory team role to the default area owner or to a new area role.
              Access levels by role for account teams
              To assign a territory team role to... Do this...
              The default area owner

              On the Area Owner role, click Edit, and then select its corresponding territory team role from Sales Territories.

              Keep in mind that you can change the territory team role assignment, but you can’t delete the default area owner role.
              A new area role Click New, and then select its corresponding territory team role from Sales Territories.
            5. Set access levels for the roles that you want available for territory assignments. Create any other roles that apply to your territories.
            6. Save your work.
             
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