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Sales Performance Management
Install Sales Planning

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Install Sales Planning

Access the Sales Planning and Territory Planning managed packages and then install them before you grant your stakeholders permissions.

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
  1. Access the Sales Planning managed package. Then log in to Salesforce.
  2. Select Install for Admins Only.
  3. Click Install.
  4. Select Yes, grant access to these third party websites and click Continue.
  5. If a message indicates that the installation is taking longer than expected, click Done.
    We send you an email notification after the installation finishes. The installed package appears as a trial for up to 72 hours.
  6. To carve territories as part of your sales planning processes, install Territory Planning within the Salesforce Maps managed package. See Install Salesforce Maps.
 
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