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Sales Performance Management
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            Publish Sales Plans to Sales Territories

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            Publish Sales Plans to Sales Territories

            Take advantage of sales plans right away when you publish them from Legacy Sales Planning to Sales Territories.

            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
            User Permissions Needed
            To access Sales Planning:

            Data Pipelines Base User permission set license

            AND

            Data Pipelines Base User permission set
            To publish plans to Sales Territories:

            Manage Territories

            AND

            Allow Forecasting

            AND

            Sales Planning Admin permission set

            OR

            Sales Planning Ops Manager permission set
            Important
            Important

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

            1. Open the sales plan you want to publish.
            2. Click Publish.
              Publish a sales plan
            3. Select the publishing options for your sales plan and click Next.
              Configure sales plan publishing options.
            4. Confirm your publishing options and then click Publish.
              Sales Planning includes up to 10,000 records each time you publish to Sales Territories.
              Confirm sales plan publish
             
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