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            Assign Territories to Reps with Plan Assignments

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            Assign Territories to Reps with Plan Assignments

            If your sales reps are responsible for specific regions or territories, manage those responsibilities as part of plan assignments in Salesforce Spiff. Create a custom field that you reference in region data filter.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            Available for an additional cost in: Professional Edition with Web Services API Enabled
            User Permissions Needed
            To create a custom field on a plan assignment:

            A Spiff user role with these permissions turned on.

            • Designer Configuration: Manage
            • Plan Assignments: Edit
            • Global Custom Fields: Manage
            1. Create a plan assignment custom field.
              1. From the Admin menu, click Settings, and then click Plan Assignments.
              2. Click Add Custom Field.
              3. Enter a name and description.
              4. For Field Type, select Expression.
              5. Save your changes.
            2. Populate the custom field in your plan assignments.
              1. On the Plans tab, select a plan.
              2. Click the pencil icon next to a rep and enter their region or regions, such as ["Region"] or ["East", "West"].
            3. In a worksheet that's outside of the plan folders and is available to multiple plans, create a calculation named AssignedRegions that returns the list of regions from plan assignments. 
              =plan_assignment.Region
            4. Create a data filter named ByRegion that filters that have a region or specified. 
              =contains(WorksheetName!AssignedRegions, Region)
             
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