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

You are here:

  1. Salesforce Help
  2. Docs
  3. Sales Performance Management

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
 
Carregando
Salesforce Help | Article