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Sales Performance Management
Setting Up Sales Plans

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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.

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
Important
Important

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

  • Create a Sales Plan
    Align sales goals with organizational growth with Legacy Sales Planning. Identify what’s planned and who’s contributing to the planning process.
  • Establish a Hierarchy for Your Sales Plan
    Organize and coordinate your teams’ selling efforts when you specify your plan’s sales hierarchy in business units, sales roles, geographies, or other criteria in Legacy Sales Planning.
  • Assigning Records Within Your Sales Hierarchy
    Increase the likelihood of your sales teams meeting and exceeding their targets using assignment methods and priorities for accounts, leads, opportunities, and other records. Assign records based on rules, boundaries, and manual methods in Legacy Sales Planning.
  • Allocating Metrics Across Your Sales Hierarchy
    Allocate metrics that matter for your company’s fiscal periods in Legacy Sales Planning. For example, allocate metrics for quotas, budgets, headcount, and anything else that plays a role in your planning processes.
 
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