---
schema_version: "1"
id: d1fe8d95c3bd09d07b94c5c8dc508d334d3863fecf0733941d5b6b52bc2247b2
title: Assigning Account Teams to Territories
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_maintain_account_teams.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_account_teams.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 78ee8b0fc7e5a7f1b04c4336a6566f1268ffb8cf0e29310fb3ddf9232b29da47
description: Balance territories and the work that you distribute to your account teams in Territory Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Assigning Account Teams to Territories

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

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=sales.territory_planning_api_access.htm&amp;type=5&amp;language=en_US" target="_blank">Web Services API enabled</a></td></tr></tbody></table>

1. **[Considerations for Assigning Account Teams to Territories](https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_account_teams_considerations.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_account_teams_roles.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_account_teams_assignments.htm&release=264.0.0&type=5)**  
    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.