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Sales Performance Management
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            Roles, Permissions, and Allocations

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            Roles, Permissions, and Allocations

            Determine each team member’s level of authority based on their roles and responsibilities. And anticipate query allocations 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

            Dependency on Salesforce Data Pipelines or CRM Analytics

            Sales Planning relies on Salesforce Data Pipelines or CRM Analytics for managing and querying data. Together, these capabilities help you see how rule changes affect assignment rules without waiting for asynchronous data processing. When you get started with Sales Planning, decide whether you’re going to use it with Data Pipelines or CRM Analytics.

            Sales Planning includes Data Pipelines by default but is subject to Data Pipelines limits for licenses and data shape. CRM Analytics requires an upgrade or separate purchase. This choice also determines which permission sets you assign to Sales Planning users.

            Even though Data Pipelines and CRM Analytics are separate products, they share some settings and limits. See How Salesforce Data Pipelines and CRM Analytics Work Together, Data Pipelines Limits, and CRM Analytics Limits.

            Permission Set Licenses and Permission Sets for Sales Planning

            Review the available permission sets for assigning roles, depending on whether you’re using Sales Planning with Data Pipelines or CRM Analytics.

            Role at Your Company Corresponding Role in Sales Planning Responsibilities for the Role in Sales Planning Required Permission Set License Required Permission Sets
            Salesforce Admin OAuth User Process data and optimizations through the designated OAuth user. Data Pipelines Base User

            Sales Planning Admin

            AND

            Data Pipelines Base User
            Operations Leader Plan Administrator
            • Turn on, turn off, and set up sales planning features.
            • Create and manage all plans and their content, including sales plans, segments, territory plans, and quota plans.
            • Conduct final reviews of plans before activating and publishing.
            • Determine whether to designate others as co-administrators.
            		 Data Pipelines Base User

            Sales Planning Admin

            AND

            Data Pipelines Base User

            Operations Leader

            or

            Sales Leader

            		 Plan Manager
            • Create sales plans and all their components.
            • Modify sales plans and segments that they’re invited to contribute to.
            • Conduct final reviews of scenarios before approval and merging.
            • Determine whether to designate others as plan and segment contributors.
            		 Query for Datapipelines User for Sales Planning

            Sales Planning Ops Manager

            AND

            Query for Datapipelines User for Sales Planning

            Operations Analyst

            or

            Sales Manager

            		 Plan Analyst
            • Modify sales plans and segments that they’re invited to contribute to.
            • Determine whether to designate others as plan and segment contributors within their scope of access.
            		 Query for Datapipelines User for Sales Planning

            Sales Planning Ops Analyst

            AND

            Query for Datapipelines User for Sales Planning
            Territory Planner Plan Analyst
            • Create territory plans from a segment.
            • Share and publish territory plans.

            Required only for creating territory plans within segments:

            Query for Datapipelines User for Sales Planning

            Sales Planning Ops Analyst

            AND

            Query for Datapipelines User for Sales Planning

            AND

            SF Maps Territory Planning for Sales Planning
            Quota Planner Plan Analyst Create quota plans from a segment. Query for Datapipelines User for Sales Planning

            Sales Planning Ops Analyst

            AND

            Query for Datapipelines User for Sales Planning
            Sales Managers and Reps Sales Manager or Seller Plan for quota attainment. -- Quota Attainment Planning User

            Query Allocations for Sales Planning

            Get familiar with these allocations for query users and functions in sales planning processes.

            Users and Functions Allocation
            Available licenses for Data Pipelines Base User 3
            Available licenses for Query for Datapipelines User for Sales Planning 50
            Maximum columns returned 20
            Rows returned per query 10,000
            Concurrent queries for all users 50
            Concurrent queries per user 10
            Total query calls per month 30,000
             
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