Setting up Area Roles in Salesforce Maps Territory Planning

Before you can use the Assigned Users section when editing a territory, you need to configure Area Roles from the Territory Planning Settings page.

Important things to know about Area Roles

1. Each role can be mapped to one Territory Team Role.
2. The Area Owner is a default role and cannot be deleted.
3. Area Roles are not required for publishing to Enterprise Territory Management. However, they are required if you want to leverage Roles in Territory.
4. If you configured assigned users prior to Summer '22, those users will still be published to Enterprise Territory Management with the text role. However, if you edit the assigned user afterward, you'll need to use a configured role.

Territory Team Role

• You can map the Territory Planning Role to any configured Territory Team Role (go to Setup, then Object Manager, then User Territory Associations, then Role in Territory).
• This mapping is published to Enterprise Territory Management when using that option.