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Sales Performance Management
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            Set Up Account Team Roles for Territory Assignments

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            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.

            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. Set access levels for the roles that you want available for territory assignments. Create any other roles that apply to your territories.
              Access levels by role for account teams
            5. Save your changes.
             
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