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            Assign Licenses and Permissions for Sales Planning

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            Assign Licenses and Permissions for Sales Planning

            Give teammates the authority to administer sales plans, manage sales plans, design territories, and edit or view specific areas so that they can participate in the end-to-end sales 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 assign permission sets: Assign Permission Sets
            1. Familiarize yourself with Sales Planning permission set licenses and permission sets in Roles, Permissions, and Allocations.
            2. From Setup, in the Quick Find box, enter Users, and then select Users. Next, select a user that you want to grant access to Sales Planning.
            3. In the Permission Set License Assignments section, click Edit Assignments.
            4. Select permission set licenses that align with your teammate’s goal.
              Permission Set License What It Lets Your Teammate Do
              Data Pipelines Base User

              Or, Query for Datapipelines User for Sales Planning

              		 Administer and control sales plans.
            5. In the Permission Set Assignments section, click Edit Assignments.
            6. Select permission sets that correspond with your selected permission set licenses. And select any permission sets for the disciplines that align with your teammate’s responsibilities, such as designing territories and developing plans for quota attainment.
              Permission Set What It Lets Your Teammate Do
              Sales Planning Admin Administer Sales Planning and fully control sales plans.
              Sales Planning Ops Manager Create sales plans and edit sales plans that they’ve been invited to contribute to.
              Sales Planning Ops Analyst Edit sales plans and segments that they’ve been invited to contribute to.
              SF Maps Territory Planning for Sales Planning Design territories within sales plans.
              Quota Attainment Planning User Develop strategic plans for attaining quota.
            7. Click Add, and then save your changes.

            See Also

             
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