Assign Territories to Reps with Plan Assignments

If your sales reps are responsible for specific regions or territories, manage those responsibilities as part of plan assignments in Salesforce Spiff. Create a custom field that you reference in region data filter.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions

Available for an additional cost in: Professional Edition with Web Services API Enabled

User Permissions Needed
To create a custom field on a plan assignment:	A Spiff user role with these permissions turned on. Designer Configuration: Manage Plan Assignments: Edit Global Custom Fields: Manage

User Permissions Needed

To create a custom field on a plan assignment:

A Spiff user role with these permissions turned on.

Designer Configuration: Manage
Plan Assignments: Edit
Global Custom Fields: Manage

Create a plan assignment custom field.
1. From the Admin menu, click Settings, and then click Plan Assignments.
2. Click Add Custom Field.
3. Enter a name and description.
4. For Field Type, select Expression.
5. Save your changes.
Populate the custom field in your plan assignments.
1. On the Plans tab, select a plan.
2. Click the pencil icon next to a rep and enter their region or regions, such as ["Region"] or ["East", "West"].
In a worksheet that's outside of the plan folders and is available to multiple plans, create a calculation named AssignedRegions that returns the list of regions from plan assignments.
```
=plan_assignment.Region
```
Create a data filter named ByRegion that filters that have a region or specified.
```
=contains(WorksheetName!AssignedRegions, Region)
```