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Sales Performance Management
Publish Sales Plans to Sales Territories

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Publish Sales Plans to Sales Territories

Take advantage of sales plans right away when you publish them from Legacy Sales Planning to Sales Territories.

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 access Sales Planning:

Data Pipelines Base User permission set license

AND

Data Pipelines Base User permission set
To publish plans to Sales Territories:

Manage Territories

AND

Allow Forecasting

AND

Sales Planning Admin permission set

OR

Sales Planning Ops Manager 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 publish.
  2. Click Publish.
    Publish a sales plan
  3. Select the publishing options for your sales plan and click Next.
    Configure sales plan publishing options.
  4. Confirm your publishing options and then click Publish.
    Sales Planning includes up to 10,000 records each time you publish to Sales Territories.
    Confirm sales plan publish
 
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