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Sales Performance Management
Considerations for Segmentation

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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.

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
  • To carve territories from segments, confirm that you've enabled Asynchronyous Data Set Creation in Territory Planning settings.
  • Planning team members have the authority to manage their segments’ descendants. Specifically, planning team members can add other team members to those descendent segments and assign milestones within them.
  • When using a stamp that includes more than 250,000 records for your dataset in Territory Planning, select the option to aggregate records.
  • Define up to 1,000 rules per sales plan with as many as 10 rules per segment.
  • Add up to 10 criteria for any rule.
  • Create up to 500 segments with as many as 500 territories per segment in any sales plan.
 
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