Plan for and capture your company’s unique business units and record assignments within
Sales Planning. Segment by location, industry, and any demographics from your data sources so that
your business units align with your business objectives.
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
Considerations for Segmentation Set expectations among planners so that they have the best experience capturing your company’s unique business units and record assignments in Sales Planning.
Segment Business Units and Record Assignments Align business units with your business objectives when you segment records and assignments by location, industry, and any demographics from your data sources in Sales Planning.
Plan Territories from Segments Design territories with the latest Salesforce data. When you carve territories from segments in Sales Planning, you work with the latest data for records that meet the rules and criteria for those segments.
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