---
schema_version: "1"
id: a8ec22afdc814e92634a4dcebb5a0476a4f1f8a4fefaebd75e99a0c1c57c0796
title: Create Rules for Record Assignments
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_rules.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_plans_assignments_rules.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b90cca994175fc6b1df137e01bc7bf605a25db14059d85e3a8de54a0a423c4f1
description: Distribute records to reps based on their areas of responsibility, such as industry, locale, and number of employees. Assign records using rules and criteria that you define in Legacy Sales Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Create Rules for Record Assignments

Distribute records to reps based on their areas of responsibility, such as industry, locale, and number of employees. Assign records using rules and criteria that you define 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d73019e70">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d73019e70 ">To assign records using rule logic:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d73019e70 ">
              <p>Data Pipelines Base User permission set license</p>
              <p>Data Pipelines Base User
                permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Sales Planning permission set</p>
            </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)

1. Open your sales plan, and then click **Edit Plan** | **Assignment**.
2. Click **Add Rules** | **New**. Then enter the rule name and add its criteria.
    
    ![Rule and criteria for assigning records throughout the hierarchy](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_rules_1.png)
3. Preview the proposed assignments based on the rule and its criteria. If the proposed assignments based on your rules and criteria appear the way you want, click **Apply**.
4. Add, preview, and apply any other rules and criteria according to your assignment requirements.
    
    Sales Planning assigns records within your hierarchy based on the rules that you established.