Streamline the planning process by creating quota plans directly from existing territory alignments. Planners can now view account-level details and metadata within the quota planning interface to inform target setting. Because the plans share data, updates to territory models flow into the quota plan, ensuring assignments and targets remain synchronized.
Where: This change applies to Lightning Experience and Salesforce Classic in Professional, Enterprise, Unlimited, and Developer editions with Sales Planning in English only and with Web Services API enabled.
Why: Planning traditionally relies on assumptions that shift rapidly as deals close or account rosters change, which can force teams back into planning cycles. By linking quota plans to territory alignments, Sales Operations can maintain control over data updates while validating plans against the latest hierarchy and assignment structures. This integration provides visibility into account-specific metadata, such as historical revenue, helping to balance quotas fairly even when territory structures are complex or shifting.
How: Select a territory alignment when creating a new quota plan to import the area hierarchy and account data. The hierarchy remains read-only within the quota plan to preserve the territory structure, but you can view account details and allocate targets based on the imported areas. If the source territory changes, such as a deleted area, the system flags the mismatch and prompts you to accept changes to keep the plans aligned.