Respect established relationships between reps and their customers, and account for special situations when you assign specific records with intention in Legacy 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 |
| User Permissions Needed | |
|---|---|
| To assignment records: |
Data Pipelines Base User permission set license Data Pipelines Base User permission set AND Sales Planning permission set |
Important
Feature is scheduled for retirement as of Summer'26. See Sales Planning version 1 Retirement
- Open your sales plan, and then click Edit Plan | Assignment.
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To show individual records that you want to assign manually, select Record
View.
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Select the records that you want to assign manually, and then click
Assign.
The assignment panel appears.
- Select at lease one node. If you select multiple nodes, specify the method and priority for assigning records.
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Preview the assignments, and then click Apply.
Sales Planning assigns the records based on your selections.