---
schema_version: "1"
id: e596201533ace0f5f28ddc800228ff7f1514d1328863241bbf370116f21f89ad
title: Considerations for 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_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_account_teams_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a4a0f798d2e3606a4ee93e17457ac3ba16a8b1431805ae05f9682861813fc6a6
description: Anticipate behaviors and outcomes when you import, change, and publish account team roles and assignments in Territory Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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

<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 ">
      <colgroup>
        <col style="width:21.45922746781116%">
        <col style="width:78.54077253218884%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d9566e75">When...</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d9566e78">Keep in mind that...</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="When..." class="slds-cell-wrap" style="vertical-align:top;" headers="d9566e75 ">Publishing records</td>

          <td data-label="Keep in mind that..." class="slds-cell-wrap" style="vertical-align:top;" headers="d9566e78 ">The publish process limits records to 50,000.</td>

        </tr>
        <tr class="">
          <td data-label="When..." class="slds-cell-wrap" style="vertical-align:top;" headers="d9566e75 ">Importing account teams</td>

          <td data-label="Keep in mind that..." class="slds-cell-wrap" style="vertical-align:top;" headers="d9566e78 ">Territory Planning requires a dataset that contains accounts and at least one
            alignment.</td>

        </tr>
        <tr class="">
          <td data-label="When..." class="slds-cell-wrap" style="vertical-align:top;" headers="d9566e75 ">Updating many roles</td>

          <td data-label="Keep in mind that..." class="slds-cell-wrap" style="vertical-align:top;" headers="d9566e78 ">
            <ul>
              <li>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.</li>

              <li>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.</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="When..." class="slds-cell-wrap" style="vertical-align:top;" headers="d9566e75 ">Publishing account team assignments</td>

          <td data-label="Keep in mind that..." class="slds-cell-wrap" style="vertical-align:top;" headers="d9566e78 ">You publish assignments to Salesforce accounts or to .csv files for importing
            into other systems.</td>

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