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Sales Performance Management
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            Create a Sales Plan

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            Create a Sales Plan

            Align sales goals with organizational growth with Legacy Sales Planning. Identify what’s planned and who’s contributing to the planning process.

            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 create sales plans:

            Data Pipelines Base User permission set license

            Data Pipelines Base User permission set

            AND

            Sales Planning permission set
            Important
            Important

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

            1. Click Create Plan.
            2. Name your plan and add a description. Select the fiscal year the plan applies to. Fiscal period options are based on your fiscal year settings in Salesforce.
              Sales planning plan details
            3. Click Create. Then, continue building your plan.
             
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