Define an assignment strategy that groups records into right-sized business units in Legacy Sales Planning. For example, split records into groups of high-revenue accounts for your enterprise sales team and all others for your midmarket sales team.
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 assign records using rule logic: |
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.
- Select the parent node that contains the child nodes for your assignments.
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For the bucket to split, click Split. Specify the field and
enter any values that you want to split. Then click Split. Create
any other splits for your group that further help your segmentation efforts.
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Select as many groups of records to assign, and then click
Assign. Select the hierarchy nodes for assignment, and then
preview the results.
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Apply your assignments.
Sales Planning creates rules based on the splits that you established and assigns records within your hierarchy based on those rules.