Sales Planning Patch Release Notes

Sales Planning v260.10

Date Pushed: April 27, 2026

Sales Planning package is now v260.10 and was released to sandbox on April 27, 2026.

Sales Planning package is now v260.10 and will be released to Production Group 1 on May 4, 2026 and Production Group 2 on May 11, 2026. 

This package contained general maintenance items.

Sales Planning v260.8

Date Pushed: April 13, 2026

Sales Planning package is now v260.8 and will be released to Production Group 1 on April 20, 2026 and Production Group 2 on April 27, 2026. 

Sales Planning package is now v260.8 and was released to sandbox on April 13, 2026.

This package contained general maintenance items.

Sales Planning v260.7

Date Pushed: March 30, 2026

Sales Planning package is now v260.7 and was released to sandbox on March 30th

• Fixed an issue where segmentation rules failed for CRMA datasets containing text field values with commas, due to incorrect parsing that split values into multiple entries. Known Issue

• Added the ability to view inherited Segmentation rules when creating rules for child areas and directly within the Segment Details page.

Sales Planning v260.4

Date Pushed: March 23, 2026

• Streamline the planning process by creating quota plans directly from existing territory alignments. Planners can now view account-level details and metadata within the quota planning interface to inform target setting. Because the plans share data, updates to territory models flow into the quota plan, ensuring assignments and targets remain synchronized.

Sales Planning v260.3

Date Pushed: February 23, 2026

This patch didn't require updates for Sales Planning.

Sales Planning v258.10

Date Pushed: January 13, 2026

Fixed an issue where you couldn't publish segments to a Salesforce Territory Model if your org's limit for territories had been increased to more than 1,000. Known Issue

Sales Planning v258.9.1

Date Pushed: December 11, 2025

Fixed minor maintenance issues.

Sales Planning v258.9

Date Pushed: December 9, 2025

Fixed minor maintenance issues.

Sales Planning v258.8

Date Pushed: November 18, 2025

Fixed minor maintenance issues.

Sales Planning v256.10

Date Pushed: September 16, 2025

Promoted integration of Sales Territories with Segmentation from sandbox environments to production environments.

Sales Planning v256.8

Date Pushed: September 2, 2025

Custom text fields in segment rules incorrectly displayed the value All with the option to include null values in CRM Analytics queries turned on. Known Issue

Sales Planning v256.6

Date Pushed: August 12, 2025

• For Legacy Sales Planning, updated the Current Target - Sum column, which now allows for negative values.
• The Date Added column displayed today's date regardless of when the member was added to the team within segments. Known Issue

Sales Planning v256.5

Date Pushed: July 22, 2025

Tended to maintenance items and enhancements.

Sales Planning v254.18

Date Pushed: June 10, 2025

Tended to maintenance items and enhancements.

Sales Planning v254.17

Date Pushed: June 3, 2025

Tended to maintenance items and enhancements.

Sales Planning v254.15

Date Pushed: May 20, 2025

Tended to maintenance items and enhancements.

Sales Planning v254.14

Date Pushed: May 6, 2025

• Fixed an issue that caused datasets created from segments to load continuously while running a version of Salesforce Maps earlier than v254 along with Sales Planning v254.
• Creating live datasets and alignments from stamped segments truncated decimal places within numerical fields. Known Issue

Sales Planning v254.12

Date Pushed: April 22, 2025

Identify resolved known issues since the availability of Summer '25.

• In Legacy Sales Planning, allocations to nodes resulted in 0.5% additions when fiscal years started with anything other than January. Known Issue
• From sales plans, adding and sharing with teammates didn't show all available users. Known Issue

Sales Planning v248.5

Date Pushed: March 19, 2024

• Fixed an issue that didn’t prevent entries of duplicate names in Quota Attainment Planning.
• Fixed an issue that caused inaccurate assignments of point ZIP codes to child nodes in Quota Attainment Planning.

Sales Planning v248.4

Date Pushed: March 12, 2024

Fixed an issue that caused the loading animation to continue after adding child nodes to parent nodes when those parents included high volumes of manual assignments.