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            Publish Quota Plans to Pipeline Forecasting

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            Publish Quota Plans to Pipeline Forecasting

            Guide your sales reps toward meeting quotas when you publish plans from Quota Planning to territory-based forecasting types within Pipeline Forecasting.

            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 publish plans:

            One of these:

            • Sales Planning Admin permission set
            • Sales Planning Ops Manager permission set
            • Sales Planning Ops Analyst permission set

            Confirm these items.

            • You have an active territory model with designated forecast managers in Sales Territories.
            • Your forecast type includes a territory-based hierarchy with the option to show quotas.
            1. In Sales Planning, open a sales plan, select a segment, and then open a quota plan within it.
            2. Click Publish, and then select Territory-based Forecast.
              Option to publish a quota plan to a territory-based forecast
            3. Select a territory-based forecast type and a root territory. Then, select a quota column from your plan. Identify any mismatched territories, and then publish the ones that match.
              The territory-based forecast type, its root directory, and a quota column from the plan
            4. Click Publish.
             
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