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Sales Performance Management
Control Assignments Manually

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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.

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 assignment records:

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 | Assignment.
  2. To show individual records that you want to assign manually, select Record View.
    Option to show the record view
  3. Select the records that you want to assign manually, and then click Assign.
    The assignment panel appears.
  4. Select at lease one node. If you select multiple nodes, specify the method and priority for assigning records.
  5. Preview the assignments, and then click Apply.
    Sales Planning assigns the records based on your selections.
 
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