Loading
Feature degradation | Gmail Email delivery failureRead More
Sales Performance Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Specify the Kinds of Records to Assign

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Performance Management

            Specify the Kinds of Records to Assign

            Determine which records to assign throughout your hierarchy such as accounts, contacts, and leads in Legacy Sales Planning.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available for an additional cost in: Enterprise, Performance, Unlimited, and Developer Editions with Sales Planning in English only, and only if you have Web Services API enabled
            User Permissions Needed
            To specify the kinds of records for assignment:

            Data Pipelines Base User permission set license

            Data Pipelines Base User permission set

            AND

            Sales Planning permission set
            Important
            Important

            Feature is scheduled for retirement as of Summer'26. See Sales Planning version 1 Retirement

            1. Open your sales plan.
            2. Next to Assignment Objects, click Add. Then select an object that corresponds with the records you want to assign.
              New assignment object for accounts
              Sales Planning adds common reference fields specific to the object that you select.
            3. Add any other reference fields that play a role in your planning efforts. To map your data or use boundaries for assignments, click Add Coordinates. Remove any reference fields that you don’t need.
            4. Save your work.
             
            Loading
            Salesforce Help | Article