Determine your company’s growth potential when you define a sales strategy that includes
sales teams, targets, and assignments 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
Welcome to Legacy Sales Planning Align sales teams with leadership targets with Legacy Sales Planning as your single source of truth. Give sales leaders and other stakeholders a workspace for creating, collaborating on, and activating sales plans that give your company a competitive advantage.
Preparing for Legacy Sales Planning Get systems, processes, and people in place before you import data and create your plans in Legacy Sales Planning.
Setting Up Sales Plans Unify sales strategy, planning, performance, and management with Legacy Sales Planning. Manage sales planning efforts for a specific fiscal period. Create sales plans that are transparent and include accountability to ensure a clean rollout.
Putting Your Sales Plan into Action Publish plans from Legacy Sales Planning to Sales Territories or export them to CSV files for proprietary or third-party systems.
Keeping Sales Plans Running Smoothly Maintain sales plans between regularly scheduled updates and compelling events. For example, reflect staffing changes and fine-tune assignments so that your sales plans perform the way you intend in Legacy Sales Planning.
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