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Sales Performance Management
Turn On Data Pipelines and Set Up Data Templates

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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.

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 install packages: Download AppExchange Packages
To configure installed packages: Customize Application
Important
Important

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

  1. Confirm that you added the Data Pipelines Base User permission set for your Sales Planning users.
  2. From Setup, in the Quick Find box, enter Data Pipeline, and then select Getting Started. Enable Data Pipeline.
    Option to enable Data Pipelines
  3. Click Launch Data Manager | Data Templates | Sales Planning. Then click Next.
  4. Enter the name Sales Planning and a description.
    Option to enable Data Pipelines
  5. Click Create.
    Data Pipelines creates an app that lets your stakeholders create and update elements necessary for sales planning processes.
 
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