Set expectations among planners so that they have the best experience capturing your
company’s unique business units and record assignments 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 |
- To carve territories from segments, confirm that you've enabled Asynchronyous
Data Set Creation in Territory Planning settings.
- Planning team members have the authority to manage their segments’ descendants.
Specifically, planning team members can add other team members to those descendent segments
and assign milestones within them.
- When using a stamp that includes more than 250,000 records for your dataset in Territory
Planning, select the option to aggregate records.
- Define up to 1,000 rules per sales plan with as many as 10 rules per segment.
- Add up to 10 criteria for any rule.
- Create up to 500 segments with as many as 500 territories per segment in any sales
plan.
