---
schema_version: "1"
id: 3c0fd62c60a317ddee9d0268b33599974e51878579b0516567e33c7c93369005
title: Controlling and Fine-Tuning Unit and Territory Assignments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_maintain_assignments.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_assignments.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 91f10e9fe9997f6d8f6fd4a3ffdd7436ecd3480a19c383e12e3baf7b29282c76
description: Review and govern changes to unit assignments and manage access to accounts when you assign account teams to areas in Territory Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Controlling and Fine-Tuning Unit and Territory Assignments

Review and govern changes to unit assignments and manage access to accounts when you assign account teams to areas 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>

- **[Preview Changes to Unit Assignments](https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_assignment_changes.htm&release=264.0.0&type=5)**  
    Reassign accounts to meet the changing needs of your business in Territory Planning. When you optimize territories or assign units, review the impact of proposed assignments before committing to them.
- **[Manage Placeholder Unit Assignments](https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_placeholder_assignments.htm&release=264.0.0&type=5)**  
    Allocate accounts to and from placeholder territories. Include placeholders when you optimize alignments to assign units exactly how you want in Territory Planning.
- **[Measure Transfers of Unit Ownership](https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_ownership_transfers.htm&release=264.0.0&type=5)**  
    Identify accounts that transfer to new areas as a result of adjusting and optimizing territories in Territory Planning. Show the impact of transferred accounts on the new areas in terms of numeric attributes such as annual revenue and employees.
- **[Prevent Changes to Unit Assignments](https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_unit_assignment_locks.htm&release=264.0.0&type=5)**  
    Preserve specific territory assignments in bulk when you add settings that lock the units of your choice in .csv files. Import those files to your alignments in Territory Planning.
- **[Assigning Account Teams to Territories](https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_account_teams.htm&release=264.0.0&type=5)**  
    Balance territories and the work that you distribute to your account teams in Territory Planning.
- **[Assign Units to Their Respective Areas](https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_area_assignments.htm&release=264.0.0&type=5)**  
    Ensure that every unit belongs to its rightful owner. Resolve assignment exceptions and inconsistencies in cross-hatched areas when you assign the units in them to their respective areas in Territory Planning.