---
schema_version: "1"
id: 9783b2d602c71f63134c59f41cace05895c18e67ab83c1614cf26fef5247a3a2
title: Prevent Changes to Unit 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_unit_assignment_locks.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_unit_assignment_locks.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6b6c75036cdd4b80408e2879f466c3a0fdb75690699f26027fee297b3ba97d9f
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Prevent Changes to Unit Assignments

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.

### 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="d101415e77">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d101415e77 ">To modify alignment options:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d101415e77 ">
              <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. Create a .csv file that includes 15-character or 18-character unit IDs.
2. Add a column that represents the setting to lock unit assignments in your .csv file. For the units with assignments that you want to preserve, enter TRUE. Your .csv files can include other settings and attributes such as proprietary IDs and annual revenue.
    
    ![A .csv file that includes columns for the unit ID and Lock status](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_csv_lock_1.png)
3. Save your work.
4. In the alignment that includes the units whose assignments that you want to preserve, click **Settings** | **Attributes**.
    
    ![Settings where you import attributes from .csv files](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_unit_assignment_locks_1.png)
5. In the section for your units, click **Import from CSV**. After you select the file to import, map the column that you added to the **Locked** column, and then import the file.
    
    A unit must be unlocked before it can be assigned to another area.
    
    - If a unit is currently unlocked and your CSV sets it to locked with a new area, the unit is locked and reassigned to the area in your CSV.
    - If a unit is currently locked and your CSV sets it to locked with a new area, the unit stays locked and isn't reassigned.
    - If a unit is currently locked and your CSV sets a new area, the unit isn't reassigned.
    - If a unit is currently locked and your CSV sets it to unlocked with a new area, the unit is unlocked and isn't reassigned.
    
    ![Option to upload the .csv file that includes the unit IDs fpr preserving unit 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_unit_assignment_locks.png)
    
    The units whose assignments that you preserve appear with locks.
    
    ![Units whose assignments you preserve appear with locks](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_unit_assignment_locks_result.png)