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Sales Performance Management
Show Specific Details when Allocating Metrics

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Show Specific Details when Allocating Metrics

Allocate metrics while accessing the most relevant details in your list views. Add columns that show specific fields based on your assignment objects in Legacy 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
User Permissions Needed
To create and modify list views for allocations:

Data Pipelines Base User permission set license

Data Pipelines Base User permission set

AND

Sales Planning permission set
Important
Important

Feature is scheduled for retirement as of Summer'26. See Sales Planning version 1 Retirement

  1. Open your sales plan, and then click Edit Plan | Allocation.
  2. Click Settings | New. Enter a name for your list view, and then save your changes.
    New list view
  3. Click Settings | Select Fields to Display. Select the fields you want to appear as columns for your new list view, and then save your changes.
    Available columns for the new list view

Text fields appear with numerical values that represent the number of unique values for each node’s records. For example, you select the text field Account.Industry. Sales Planning shows a numerical value based on the number of industries represented across all accounts within that node.

Text field that shows the number of industries represented in the node's accounts
 
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