Publish plans from Legacy Sales Planning to Sales Territories or export them to CSV
files for proprietary or third-party systems.
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
Export Sales Plans for Other Systems Pack up your sales plans in CSV files directly in Legacy Sales Planning. Import that data into proprietary and third-party systems. Choose the hierarchy level that you export to CSV files, which can include assignments and allocations.
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