Create quota plans from territory hierarchy, owner, and attribute data within sales plan segments. Design territories with current Salesforce data. And distribute work fairly among sales teams that don't rely on geographic boundaries.
- Design Territories with Shared Boundaries
Refine your territory design in densely populated areas by allowing a single boundary, such as a postal code, to be assigned to multiple sales areas. This new capability is supported only for live data alignments and gives you more customization when modeling complex geographic territories like New York City or London. Units, however, can still only be assigned to a single area. Utilize area-level assignment rules to ensure units are correctly mapped when areas overlap. - Allocate Financial Targets to Accounts in Territory Planning
Distribute top-down financial targets directly to accounts within Territory Planning. You can split targets evenly, weight them based on criteria like annual revenue, or distribute by defined segments. To ensure realistic planning, the allocation logic respects existing bottom-up targets set by the field. This alignment simplifies the transition from territory design to quota planning. - Enjoy Improved Performance in Territory Planning
Create territories for your sales teams with confidence, efficiency, and trust. Territory Planning provides enhanced security, reliable scalability, and better performance for some resource-intensive functionality. - Create Alignment-Based Quota Plans
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. - Sales Planning Version 1 is Scheduled for Retirement
Sales Planning version 1 is scheduled for retirement in Summer ’26.