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.
Where: This change applies to Lightning Experience and Salesforce Classic in Professional, Enterprise, Performance, Unlimited, and Developer editions with Web Services API enabled.
How: Configure a goal within an alignment connected to a segment data source to enable allocation options. Use an allocation formula to distribute targets using even, weighted, or bucketed methods, while automatically subtracting any existing bottom-up targets from the total. You can also import overrides or publish targets to use them in downstream quota planning.