---
schema_version: "1"
id: 7e210054abb0239b9e5c42b120db350a3ed5b0a8d9e4f1470c3d231b02f0163e
title: Sales Planning
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_sales_spm_sales_planning.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_spm_sales_planning.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b51e129f38e3d9bb5eb53b1ed6459150323e478fac0ca3330a16bf9c2740da44
description: 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.
products:
  - Cross Cloud
release: "262"
---
# Sales Planning

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.

- **[Work Faster with a Modernized Territory Planning Interface](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_spm_tp_enhanced_interface.htm&release=262.0.0&type=5)**  
    Experience a more intuitive, consistent design across Sales Planning that simplifies your daily workflows. Modernized design patterns reduce clicks for key actions, such as assigning and locking units to specific areas. Streamline your territory alignments and manage complex datasets with greater speed.
- **[Prevent Rule Conflicts with Enhanced Segment Rule Visibility](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_spm_tp_enhanced_rule_visbility.htm&release=262.0.0&type=5)**  
    Ensure accurate territory alignments by viewing segment criteria and inherited rules directly within the planning interface. This update surface parent segment rules and flags area-level assignment conflicts in the header, allowing you to resolve overlaps before they impact your data.
- **[Differentiate Sales Goals with Currency and Quantity Targets](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_spm_sp_goal_type_config.htm&release=262.0.0&type=5)**  
    Gain flexibility in your planning process by defining whether goals are currency-based or quantity-based. Stylize targets to reflect specific metrics, such as revenue growth in your default currency or unit counts for new logos. This ensures your goals are presented clearly and accurately across all Sales Planning views.
- **[Sales Planning Version 1 is Scheduled for Retirement](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_spm_sales_planning_retirement.htm&release=262.0.0&type=5)**  
    Sales Planning version 1 is scheduled for retirement in Summer ’26.