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Sales Performance Management
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            Roles in Your Company’s Sales Planning Processes

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            Roles in Your Company’s Sales Planning Processes

            Identify key stakeholder roles within sales planning exercises and how those roles correspond with the ones 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
            Important
            Important

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

            Role at Your Company Role in Sales Planning Typical Responsibilities for the Role in Sales Planning
            Operations leader Plan administrator
            • Turn on, turn off, and set up sales planning features
            • Create and manage all plans and their content, including hierarchies, assignments, and allocations
            • Conduct final reviews of plans before activating and publishing
            • Determine whether to designate others as co-administrators
            • Designate yourself as a plan owner
            Sales leader Plan owner
            • Get unlimited access to the sales plan and all its components
            • Submit the plan for activation
            • Determine whether to designate others as plan co-owners
            • Designate yourself as a hierarchy node owner
            Operations leader
            Sales Manager Hierarchy node owner
            • Get full access to the node, including its hierarchy, assignments, and allocations
            • Determine whether to designate others as node co-owners
            Operations Manager
             
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