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Sales Performance Management
Assign Groups of Records for Segmentation

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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.

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. Select the parent node that contains the child nodes for your assignments.
  3. For the bucket to split, click Split. Specify the field and enter any values that you want to split. Then click Split. Create any other splits for your group that further help your segmentation efforts.
    The bucket to split and the field for segmentation purposes
  4. Select as many groups of records to assign, and then click Assign. Select the hierarchy nodes for assignment, and then preview the results.
    The bucket to split and the field for segmentation purposes
  5. Apply your assignments.
    Sales Planning creates rules based on the splits that you established and assigns records within your hierarchy based on those rules.
 
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