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 |
- 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. - 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. - 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.