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            Plan Quotas from Territory Alignments

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            Plan Quotas from Territory Alignments

            Create quota plans fast when you incorporate stamped territory hierarchy, owner, and attribute data from alignments that you create in Territory Planning. Analysts plan quotas from stamped alignments within Sales Planning segments.

            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 plan quotas from territory alignments:

            One of these:

            • Sales Planning Admin permission set
            • Sales Planning Ops Manager permission set
            • Sales Planning Ops Analyst permission set

            AND

            One of these:

            • Query for Datapipelines User for Sales Planning permission set
            • CRM Analytics Plus User permission set
            • CRM Analytics Growth User permission set

            AND

            SF Maps Territory Planning for Sales Planning permission set
            1. In Sales Planning, open the segment you want to plan quotas for.
            2. In Quota Plans, click New, and then build your quota plan with territory data.
              Quota plan builder with territory data
            Quota plan from a territory stamp

            The quota plan includes all the territories and attributes that you included in your territory stamp for the segment.

             
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