---
schema_version: "1"
id: 0b703151ce19f62b626e755084ef19400ecf58cbf9fbffd5ff7353933d4fe05d
title: Assign 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_assignments.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_account_teams_assignments.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 003c6dc4eb3c50440b43232c9e5d807b846368b51054ec091556236a0a233bc7
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d32518e77">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d32518e77 ">To modify alignment options:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d32518e77 ">
              <p>Sales Planning Ops Analyst permission set</p>
              <p>AND</p>
              <p>Query for Datapipelines User for Sales Planning permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">SF Maps Territory Planning for Sales Planning permission set</p>
            </td>

          </tr>
        </tbody>
      </table>

1. Open an alignment and set the focus.
2. In each territory, assign account team members and select their roles.
    
    ![Users and the roles that they serve in a territory](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/territory_planning_area_roles_set.png)
    
    To assign account team members to multiple areas simultaneously, create a .csv file that includes those users and their roles. Then import the .csv file into the alignment.
    
    ![Option to import account team assignments from a .csv file in the alignment's setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/territory_planning_area_roles_set_bulk.png)
3. Save your changes.
4. To publish assignments to accounts in Salesforce, select the scope for what you’re publishing. Add the object **Assigned Users**, and then select the target object **Account Team Member**.
    
    ![Publish options for account team assignments](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/territory_planning_maintain_account_teams_publish_options.png)
5. Select a target method for publishing team members to accounts, and then click **Next**.
    
     
    | To... | Set the target method to... |
    | --- | --- |
    | Add roles and assigned team members to accounts while preserving established ones | Add |
    | Overwrite all roles and assigned team members in accounts with the ones that you set in Territory Planning | Overwrite |
    | Replace assigned team members using the role assignments that you set in Territory Planning | Replace |
6. Click **Publish**.
    
    Team assignments appear on accounts within the alignment or focus that you published.
    
    ![Team assignments that appear on an account](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/territory_planning_area_roles_set_result.png)