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            Considerations for Assigning Account Teams to Territories

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            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.

            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
            When... Keep in mind that...
            Publishing records The publish process limits records to 50,000.
            Importing account teams Territory Planning requires a dataset that contains accounts and at least one alignment.
            Updating many roles
            • It’s best to update roles using .csv files that you create. In those .csv files, include territory names, roles, and the users assigned to those roles.
            • In the .csv files that you create, include user IDs instead of first and last names. User IDs are unique, whereas some users’ first and last names aren’t.
            Publishing account team assignments You publish assignments to Salesforce accounts or to .csv files for importing into other systems.
             
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