---
schema_version: "1"
id: 1e89bca0de7ad7334e660e6e30e19e4a6a4f22aebcf15c03864ff05b4fabbbf9
title: Assign Territories to Reps with Plan Assignments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_plans_territories.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_plans_territories.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2308c4b5d74dbd9d9637e8a6b87ca6182ac0137b83ec2607c9ac92f8976ce59f
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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

<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 in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Professional</strong> Edition with 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">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d29881e76">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d29881e76 ">To create a custom field on a plan assignment:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d29881e76 ">
              <p>A Spiff <a href="https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Give users the appropriate level of access so they can be successful in Salesforce Spiff, and enforce the principle of least privilege. Assign a default role to each user, or create custom roles with access to specific Spiff functionality.">user role</a> with these permissions turned on.</p>
              <ul>
                <li>Designer Configuration: Manage</li>

                <li>Plan Assignments: Edit</li>

                <li>Global Custom Fields: Manage</li>

              </ul>
            </td>

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1. 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.
2. 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 \["East", "West"\].
3. 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
    ```
4. Create a data filter named ByRegion that filters that have a region or specified.
    
    ```
    =contains(WorksheetName!AssignedRegions, Region)
    ```