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.
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
Refresh Data Sources for Continual Sales Plan Optimization Plan your sales strategy using the most recent Salesforce data for assignment objects in your sales plans. You specify which assignment objects’ data to refresh in Legacy Sales Planning.
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