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Sales Performance Management
Considerations for Quota Planning

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Considerations for Quota Planning

Set expectations among quota planners so that they have the best experience setting targets in 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

Achieving Optimal System Performance

For the best experience:

  • Add up to 500 territories per segment.
  • Include up to 5 territory levels.
  • Add up to 20 columns in quota plans.

Planning Quotas with Targets

Anticipate differences when you create quota plans with targets.

  • Product columns that appear in quota plans don’t count against the allocation of 20 columns.
  • For sales plans created in Winter ’26 and later, adding, editing and deleting quota columns isn’t available. Instead, use product-specific columns for quotas.
 
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