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            Considerations for Quota Planning

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            Considerations for Quota Planning

            Set expectations among quota planners so that they have the best experience setting targets in 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

            Achieving Optimal System Performance

            For the best experience:

            • Add up to 500 territories per segment.
            • Include up to 5 territory levels.
            • Add up to 20 columns in quota plans.

            Planning Quotas with Targets

            Anticipate differences when you create quota plans with targets.

            • Product columns that appear in quota plans don’t count against the allocation of 20 columns.
            • For sales plans created in Winter ’26 and later, adding, editing and deleting quota columns isn’t available. Instead, use product-specific columns for quotas.
             
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