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Sales Performance Management
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            Considerations and Allocations for Permissions and Queries

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            Considerations and Allocations for Permissions and Queries

            Determine each team member’s level of authority based on their goals and anticipate query allocations 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

            Permission Set Licenses and Permission Sets for Sales Planning

            Meet permission set license requirements before you determine and assign permission sets.

            Teammate’s Goal Required Permission Set License Required Permission Sets What the Permission Sets Let Teammates Do
            Process data as the OAuth user Data Pipelines Base User

            Sales Planning Admin

            AND

            Data Pipelines Base User

            		 Process data and optimizations through the designated OAuth user.
            Administer Sales Planning

            Data Pipelines Base User

            OR

            Query for Datapipelines User

            Sales Planning Admin

            AND

            Data Pipelines Base User OR Query for Datapipelines User for Sales Planning
            • Enable and disable Sales Planning features.
            • Create, read, update, and delete sales plans.
            • Share and publish sales plans.
            • Determine whether to designate others as co-administrators.
            Manage sales plans Query for Datapipelines User

            Sales Planning Ops Manager

            AND

            Query for Datapipelines User for Sales Planning
            • Create, read, update, and delete sales plans.
            • Share and publish sales plans.
            Edit or view specific areas in hierarchies

            Sales Planning Ops Analyst

            AND

            Query for Datapipelines User for Sales Planning

            For editors:

            • Create, share, and view hierarchy nodes and their descendents.
            • Update assignments and allocations.

            For viewers:

            • View hierarchy nodes and their descendents.
            • View assignments and allocations.
            Plan for quota attainment -- Quota Attainment Planning User Plan for quota attainment.
            Carve territories -- SF Maps Territory Planning for Sales Planning
            • Create territory models.
            • Share and publish territory models.

            Query Allocations for Sales Planning

            Get familiar with these allocations for query users and functions in sales planning processes.

            Users and Functions Allocation
            Available licenses for Data Pipelines Base User 3
            Available licenses for Query for Datapipelines User for Sales Planning 50
            Maximum columns returned 20
            Rows returned per query 10,000
            Concurrent queries for all users 50
            Concurrent queries per user 10
            Total query calls per month 30,000
             
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