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Sales Performance Management
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            Preparing for Sales Planning

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            Preparing for Sales Planning

            Get systems, processes, and people in place before you import data and create your plans in 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
            1. Install Sales Planning
              Access the Sales Planning and Territory Planning managed packages and then install them before you grant your stakeholders permissions.
            2. Establishing Permissions for Sales Planning
              Authorize teammates for administering Sales Planning, managing sales plans, and contributing to or viewing areas of sales plans.
            3. Designate an OAuth User
              Assign yourself or a colleague as the OAuth user. Sales Planning processes data management and optimizations through the OAuth user. That way, nobody’s affected during intensive system processing.
            4. Turn On Data Pipelines and Set Up Data Templates
              Give stakeholders who participate in the planning process authority to create and update key components of Sales Planning through Salesforce Data Pipelines.
            5. Creating Datasets
              Create datasets with Salesforce data so that you plan for segmentation, territories, and quota targets in Sales Planning.
             
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