---
schema_version: "1"
id: 747a61842a6193f19f02346e779a1fde5917c2a3a30858ab6909a26790104dbf
title: Assign Groups of Records for Segmentation
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_segmentation.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_plans_assignments_segmentation.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a819c6942a3afed274190f7d9a444da8c343d4915dc56abed7eaa3da2ca748c4
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Assign Groups of Records for Segmentation

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

<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="d62549e70">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d62549e70 ">To assign records using rule logic:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d62549e70 ">
              <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. Select the parent node that contains the child nodes for your assignments.
3. 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.
    
    ![The bucket to split and the field for segmentation purposes](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_segmentation_1.png)
4. Select as many groups of records to assign, and then click **Assign**. Select the hierarchy nodes for assignment, and then preview the results.
    
    ![The bucket to split and the field for segmentation purposes](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_segmentation_2.png)
5. Apply your assignments.
    
    Sales Planning creates rules based on the splits that you established and assigns records within your hierarchy based on those rules.