Set expectations among quota planners so that they have the best experience setting targets in Sales Planning.
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 |
Achieving Optimal System Performance
For the best experience:
- Add up to 500 territories per segment.
- Include up to 5 territory levels.
- Add up to 20 columns in quota plans.
Planning Quotas with Targets
Anticipate differences when you create quota plans with targets.
- Product columns that appear in quota plans don’t count against the allocation of 20 columns.
- For sales plans created in Winter ’26 and later, adding, editing and deleting quota columns isn’t available. Instead, use product-specific columns for quotas.