Loading
Ongoing maintenance for Salesforce HelpRead More
Feature degradation | Gmail Email delivery failureRead More
Sales Performance Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Assigning Account Teams to Territories

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Performance Management

            Assigning Account Teams to Territories

            Balance territories and the work that you distribute to your account teams in Territory Planning.

            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
            1. Considerations for Assigning Account Teams to Territories
              Anticipate behaviors and outcomes when you import, change, and publish account team roles and assignments in Territory Planning.
            2. Set Up Account Team Roles for Territory Assignments
              Specify the account team roles that you want available when assigning users and their roles to areas in Territory Planning. Create any other roles that fit with your territory planning efforts.
            3. 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.
             
            Loading
            Salesforce Help | Article