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Sales Performance Management
Export Sales Plans for Other Systems

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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.

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 export plans:

Data Pipelines Base User permission set license

Data Pipelines Base User permission set

AND

Sales Planning permission set
Important
Important

Feature is scheduled for retirement as of Summer'26. See Sales Planning version 1 Retirement

  1. Open the sales plan you want to export.
  2. Click next to the hierarchy level you want to include in your CSV file and select Export to CSV.
    Sales Planning includes up to 10,000 records each time you export to CSV files.
    Export sales plan to csv file
  3. Click Download next to the option that you want to export, such as hierarchy, allocation metrics, or assignment objects.
    Download a sales plan csv file.
    Sales Planning downloads a CSV file that you can import into other systems.
 
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