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Sales Performance Management
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            Segmentation

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            Segmentation

            Plan for and capture your company’s unique business units and record assignments within Sales Planning. Segment by location, industry, and any demographics from your data sources so that your business units align with your business objectives.

            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
            • Considerations for Segmentation
              Set expectations among planners so that they have the best experience capturing your company’s unique business units and record assignments in Sales Planning.
            • Segment Business Units and Record Assignments
              Align business units with your business objectives when you segment records and assignments by location, industry, and any demographics from your data sources in Sales Planning.
            • Plan Territories from Segments
              Design territories with the latest Salesforce data. When you carve territories from segments in Sales Planning, you work with the latest data for records that meet the rules and criteria for those segments.
             
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