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Sales Performance Management
Create Rules for Record Assignments

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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.

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 assign records using rule logic:

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. Click Add Rules | New. Then enter the rule name and add its criteria.
    Rule and criteria for assigning records throughout the hierarchy
  3. Preview the proposed assignments based on the rule and its criteria. If the proposed assignments based on your rules and criteria appear the way you want, click Apply.
  4. Add, preview, and apply any other rules and criteria according to your assignment requirements.
    Sales Planning assigns records within your hierarchy based on the rules that you established.
 
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