Loading
Feature degradation | Gmail Email delivery failureRead More
Sales Performance Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Putting Your Sales Plan into Action

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Performance Management

            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.

            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
            Important
            Important

            Feature is scheduled for retirement as of Summer'26. See Sales Planning version 1 Retirement

            • Publish Sales Plans to Sales Territories
              Take advantage of sales plans right away when you publish them from Legacy Sales Planning to Sales Territories.
            • Export Sales Plans for Other Systems
              Pack up your sales plans in CSV files directly in Legacy Sales Planning. Import that data into proprietary and third-party systems. Choose the hierarchy level that you export to CSV files, which can include assignments and allocations.
             
            Loading
            Salesforce Help | Article