Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Sales Performance Management
Table of Contents
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
          Sales Planning Setup

          Sales Planning Setup

          Determine your company’s growth potential when you define sales strategies that include sales teams, targets, and assignments by using a single source of truth.

          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
          • What’s Sales Planning?
            Align sales teams with leadership targets using Sales Planning as your single source of truth. Give stakeholders a workspace for creating, collaborating on, and activating sales plans that give your company a competitive advantage.
          • Preparing for Sales Planning
            Get systems, processes, and people in place before you import data and create your plans in Sales Planning.
           
          Loading
          Salesforce Help | Article