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Sales Performance Management
Create a Sales Plan

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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.

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 create sales 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. Click Create Plan.
  2. Name your plan and add a description. Select the fiscal year the plan applies to. Fiscal period options are based on your fiscal year settings in Salesforce.
    Sales planning plan details
  3. Click Create. Then, continue building your plan.
 
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