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.
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
Assign Licenses and Permissions for Legacy Sales Planning Give teammates the authority to administer sales plans, manage sales plans, design territories, and edit or view specific areas so that they can participate in the end-to-end sales planning process.
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