---
schema_version: "1"
id: ff63976de45a5c97c095d7f325e77ce07264f5cfb6e4b05bca4cde8c7768af2e
title: Reference Fields for Your Sales Strategy
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/legacy_sales_planning_plans_assignments_reference_fields.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_plans_assignments_reference_fields.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0f1326bfd9dffcb46ce9ab05801665cedc46d77707fe79a97a82433365f0593b
description: Develop a sales strategy that includes only the relevant data that you specify in Legacy Sales Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Reference Fields for Your Sales Strategy

Develop a sales strategy that includes only the relevant data that you specify in Legacy Sales Planning.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Sales Planning in English only, and only if you have Web Services API enabled</td></tr></tbody></table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_important.png)

Important

Feature is scheduled for retirement as of Summer'26. See [Sales Planning version 1 Retirement](https://help.salesforce.com/s/articleView?id=005224374&type=1&language=en_US)

## Specifying the Kinds of Records and Reference Data for Your Sales Strategy

You specify assignment objects whose records you later assign throughout your sales hierarchy, such as accounts, contacts, or leads. The number of records in an assignment object can impact performance. If you specify an object with more than 1 million records, test thoroughly for performance issues. For the best performance, specify objects with fewer than 1 million records.

Sales Planning adds common reference fields specific to the objects that you specify. Then you add any other reference fields that factor into your sales strategy, such as Account ID, Employees, and Annual Revenue. At a minimum, sales plans require:

- Record ID
- Record Name
- Latitude and longitude coordinates for planning that include boundaries and visualizing records on the map

To add more reference fields, click **Add Reference**. Select only the fields relevant to your sales strategy. Otherwise you use more storage against your data allocation than what’s necessary. For the best performance, include no more than 20 fields.

![New assignment object for accounts and reference fields](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/sales_planning_assignment_reference_fields.png)

To plan your strategy using boundaries and visualize records on a map, include fields with latitude and longitude coordinates. Click **Add Coordinates**, and then select the coordinate fields to include in your sales plan.

![Latitude and longitude fields that include coordinates](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/sales_planning_assignment_reference_fields_lat_long.png)

## Adjusting Your Assignment Object’s Reference Fields

If you require more reference fields for your assignment object, click **Manage Reference Fields**. From there, select other reference fields from Salesforce or import external ones using a CSV file.

![Option to add reference fields to your assignment object](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/sales_planning_assignment_reference_fields_add.png)