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Sales Performance Management
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            Assigning Records Within Your Sales Hierarchy

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            Assigning Records Within Your Sales Hierarchy

            Increase the likelihood of your sales teams meeting and exceeding their targets using assignment methods and priorities for accounts, leads, opportunities, and other records. Assign records based on rules, boundaries, and manual methods 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
            Important
            Important

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

            • Reference Fields for Your Sales Strategy
              Develop a sales strategy that includes only the relevant data that you specify in Legacy Sales Planning.
            • Specify the Kinds of Records to Assign
              Determine which records to assign throughout your hierarchy such as accounts, contacts, and leads in Legacy Sales Planning.
            • Create Rules for Record Assignments
              Distribute records to reps based on their areas of responsibility, such as industry, locale, and number of employees. Assign records using rules and criteria that you define in Legacy Sales Planning.
            • Assign Groups of Records for Segmentation
              Define an assignment strategy that groups records into right-sized business units in Legacy Sales Planning. For example, split records into groups of high-revenue accounts for your enterprise sales team and all others for your midmarket sales team.
            • Assign Boundaries to Your Reps
              Keep reps focused on the records that fall within the boundaries that they own. Assign boundaries such as countries, states, or postal codes to your reps in Legacy Sales Planning.
            • Control Assignments Manually
              Respect established relationships between reps and their customers, and account for special situations when you assign specific records with intention in Legacy Sales Planning.
            • Show Specific Details when Assigning Records
              Make informed decisions about assignments when you include the most relevant details in your list views. Add columns that show specific fields based on your assignment objects in Legacy Sales Planning.
             
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            Salesforce Help | Article