---
schema_version: "1"
id: 2cb63e68724cac86362adadb4be05e55007414343d750d3787293b93a4988a5a
title: Considerations for Segmentation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/segmentation_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.segmentation_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e26b31196666b452906c54ce0db4a8398f7955a469a2b4541f7a23f31986bdd0
description: Set expectations among planners so that they have the best experience capturing your company’s unique business units and record assignments in Sales Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Considerations for Segmentation

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

<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>

- 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.