Specify which roles apply to users assigned to territories. Roles appear in the Role in Territory picklist for territory models in Active and Planning states.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
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Available in: Developer and Performance Editions and in Enterprise and Unlimited Editions with Sales |
| User Permissions Needed | |
|---|---|
| To define picklists: | Customize Application |
- From the object management settings for user territory associations, go to the fields area.
- Click Role in Territory, and then click New.
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Enter your picklist values and click Save.
The values you entered are now available for selection from the Role in Territory picklist on the territory’s Users Assigned edit page.
Keep in mind that those values aren’t available for translations, because Translation Workbench doesn’t support translating picklist values and fields in user territory associations.