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Sales Performance Management
Preparing for Legacy Sales Planning

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Preparing for Legacy Sales Planning

Get systems, processes, and people in place before you import data and create your plans in Legacy Sales Planning.

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
  • Install Legacy Sales Planning
    Access the Sales Planning and Territory Planning managed packages and then install them before you grant your stakeholders permissions.
  • Establishing Permissions for Legacy Sales Planning
    Authorize teammates for administering Legacy Sales Planning, managing sales plans, and contributing to or viewing areas of sales plans.
  • Designate an OAuth User
    Assign yourself or a colleague as the OAuth user. Legacy Sales Planning processes data management and optimizations through the OAuth user. That way, nobody’s affected during intensive system processing.
  • Turn On Data Pipelines and Set Up Data Templates
    Give stakeholders who participate in the planning process authority to create and update key components of Legacy Sales Planning through Data Pipelines.
 
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