---
schema_version: "1"
id: 46fa6a33416f44b4c2f09c4c1ec3bd8e35b80b4f5ed408cc6dbb84af4f0ed564
title: Plan Territories from Segments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/segmentation_territories_live_data.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.segmentation_territories_live_data.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 707e96cff51d7afc5e6e33686fadb59f5784abcad03736bd73beac6bf113a49b
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Plan Territories from Segments

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.

### 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="d88073e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d88073e70 ">To carve territories from segments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d88073e70 ">
              <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>
              <p>AND</p>
              <p style="margin-bottom:0;">SF Maps Territory Planning for Sales Planning permission set</p>
            </td>

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

1. In Sales Planning, open the segment you want to plan territories for.
2. Click **New Territory Plan**, and then enter a name for your dataset.
    
    ![Option to create a territory plan from a segment](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/sales_planning_segments_territories.png)
3. Select the data sources for your dataset, and then click **Next**.
4. Specify fields for assignments and location details. To select from a wider range of fields, select **Import Object Fields**.
    
    ![Option to select from a wider range of fields for assignments and location details](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/sales_planning_segments_territories_datasets.png)
5. Select the attributes that you want to include in your territory plan. Then click **Finish**.

Territory Planning creates a dataset that includes records that meet the rules and criteria for your segment.