Plan Quotas from Territory Alignments

Create quota plans fast when you incorporate stamped territory hierarchy, owner, and attribute data from alignments that you create in Territory Planning. Analysts plan quotas from stamped alignments within Sales Planning segments.

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 plan quotas from territory alignments:	One of these: Sales Planning Admin permission set Sales Planning Ops Manager permission set Sales Planning Ops Analyst permission set AND One of these: Query for Datapipelines User for Sales Planning permission set CRM Analytics Plus User permission set CRM Analytics Growth User permission set AND SF Maps Territory Planning for Sales Planning permission set

User Permissions Needed

To plan quotas from territory alignments:

One of these:

Sales Planning Admin permission set
Sales Planning Ops Manager permission set
Sales Planning Ops Analyst permission set

AND

One of these:

Query for Datapipelines User for Sales Planning permission set
CRM Analytics Plus User permission set
CRM Analytics Growth User permission set

AND

SF Maps Territory Planning for Sales Planning permission set

In Sales Planning, open the segment you want to plan quotas for.
In Quota Plans, click New, and then build your quota plan with territory data.

The quota plan includes all the territories and attributes that you included in your territory stamp for the segment.