---
schema_version: "1"
id: 5f121e1ddd2a862cd9085941e177b5758776d50b03ec1d4bba7d1541a3cdd13f
title: Segment Business Units and Record Assignments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/segmentation_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.segmentation_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4c6608ef0649ecb6d8e8ddad08c1dfe59ef941d5234892a71fc9ac2ef095b03e
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Segment Business Units and Record Assignments

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.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d95920e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d95920e70 ">To establish hierarchies:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d95920e70 ">
              <p>One of these:</p>
              <ul>
                <li>Sales Planning Admin permission set</li>

                <li>Sales Planning Ops Manager permission set</li>

                <li>Sales Planning Ops Analyst permission set (if you’re added to a plan from the Plan Details page)</li>

              </ul>
              <p>AND</p>
              <p>One of these:</p>
              <ul>
                <li>Query for Datapipelines User for Sales Planning permission set</li>

                <li>CRM Analytics Plus User permission set</li>

                <li>CRM Analytics Growth User permission set</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

1. In Sales Planning, select your sales plan, and then click **Create Segments**.
2. Segment from the top part of your sales hierarchy, and then assign users and records to those segments. Split the top segments by a field. Click **Add New Segment**, and then give it a name.
    
    For example, you segment by country, so you split your segment by Billing Country.
    
    ![Segmentation of accounts](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/segmentation.png)
    
    Create other segments from splits, or further split segments into smaller ones when you select specific fields depending on your goal. For example, you create a segment for the AMER region that includes accounts in the Americas.
3. Further split segments depending on your business objectives. For example, segment by industry.
    
    For example, you further segment AMER by industry.
    
    ![Segmentation of accounts by industry](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/segmentation_industry.png)
4. Delegate planning authority to team leaders and members from any segment.
5. Save your changes.