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Sales Performance Management
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            Legacy Sales Planning

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            Legacy Sales Planning

            Determine your company’s growth potential when you define a sales strategy that includes sales teams, targets, and assignments using a single source of truth.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available for an additional cost in: Enterprise, Performance, Unlimited, and Developer Editions with Sales Planning in English only, and only if you have Web Services API enabled
            • Welcome to Legacy Sales Planning
              Align sales teams with leadership targets with Legacy Sales Planning as your single source of truth. Give sales leaders and other stakeholders a workspace for creating, collaborating on, and activating sales plans that give your company a competitive advantage.
            • Preparing for Legacy Sales Planning
              Get systems, processes, and people in place before you import data and create your plans in Legacy Sales Planning.
            • Setting Up Sales Plans
              Unify sales strategy, planning, performance, and management with Legacy Sales Planning. Manage sales planning efforts for a specific fiscal period. Create sales plans that are transparent and include accountability to ensure a clean rollout.
            • Putting Your Sales Plan into Action
              Publish plans from Legacy Sales Planning to Sales Territories or export them to CSV files for proprietary or third-party systems.
            • Keeping Sales Plans Running Smoothly
              Maintain sales plans between regularly scheduled updates and compelling events. For example, reflect staffing changes and fine-tune assignments so that your sales plans perform the way you intend in Legacy Sales Planning.
             
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