---
schema_version: "1"
id: 7859a5de974b3173ed1a8f5ac5a483191b933fbc297a87d980f89a8a8bed0b15
title: Segmentation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/segmentation.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.segmentation.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a78c76cba9ea1593844590bbea26e577c7a843c8d408cfc4897c7dcf29d24f46
description: Plan for and capture your company’s unique business units and record assignments within Sales Planning. Segment by location, industry, and any demographics from your data sources so that your business units align with your business objectives.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Segmentation

Plan for and capture your company’s unique business units and record assignments within Sales Planning. Segment by location, industry, and any demographics from your data sources so that your business units align with your business objectives.

### 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>

- **[Considerations for Segmentation](https://help.salesforce.com/s/articleView?id=sales.segmentation_considerations.htm&release=264.0.0&type=5)**  
    Set expectations among planners so that they have the best experience capturing your company’s unique business units and record assignments in Sales Planning.
- **[Segment Business Units and Record Assignments](https://help.salesforce.com/s/articleView?id=sales.segmentation_create.htm&release=264.0.0&type=5)**  
    Align business units with your business objectives when you segment records and assignments by location, industry, and any demographics from your data sources in Sales Planning.
- **[Plan Territories from Segments](https://help.salesforce.com/s/articleView?id=sales.segmentation_territories_live_data.htm&release=264.0.0&type=5)**  
    Design territories with the latest Salesforce data. When you carve territories from segments in Sales Planning, you work with the latest data for records that meet the rules and criteria for those segments.