---
schema_version: "1"
id: d0fb27d53b49c37294e5e08a50f8027bbf7262a38a9cb8a3e6bffd04eb47136f
title: Set Up Sales Account Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/account_plans_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.account_plans_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fbbc2e9a1b91b5a865c14667ac4453c5f5ad59a6e54e8190aa7a546ba9bd1fee
description: To get started with long-term account growth strategies, turn on sales account plans, assign a permission set, update page layouts, and set up related features.
products:
  - Sales Cloud
release: "264"
---
# Set Up Sales Account Plans

To get started with long-term account growth strategies, turn on sales account plans, assign a permission set, update page layouts, and set up related features.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> editions with Sales and in <strong>Agentforce 1 Sales Edition</strong></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d15546e72">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d15546e72 ">To turn on Sales Account Plans:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d15546e72 ">
              <p>Customize Application </p>
              <p>OR</p>
              <p style="margin-bottom:0;">Modify All Data</p>
            </td>

          </tr>
        </tbody>
      </table>

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_tip.png)

Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See [Discover and Set Up Features With Salesforce Go](https://help.salesforce.com/s/articleView?id=xcloud.setup_salesforce_go.htm&type=5&language=en_US).

## Turn On Sales Account Plans

Complete these steps to turn on sales account plans.

1. From the gear icon, select **Salesforce Go**.
2. On the Salesforce Go home page, search for and select **Account Plans**.
3. Turn on Account Plans.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_note.png)
    
    Note To set up Business Relationship Plans for finance, stop here. Then follow the guided setup in Business Client Engagement Settings.
4. Complete the required steps to finish setting up sales account plans.

## Continue Setting Up Sales Account Plans

Complete these optional steps to get the most out of sales account plans.

1. Customize these standard objects for your business needs by using Object Manager.
    - Account Plan
    - Account Plan Objective
    - Account Plan Objective Measure
    - Account Plan Objective Measure Relation
2. Define the default sharing model for account plans across your organization.
    
    By default, sales account plans are private.
    
    See [Select Who Can Use Sales Account Plans](https://help.salesforce.com/s/articleView?id=sales.account_plans_setup_assign_users.htm&type=5&language=en_US).
3. To populate the Strategic Tracker on your account plan objectives with tasks and events for your sales team to complete, set up sales action plans.
    
    See [Turn On Sales Action Plans](https://help.salesforce.com/s/articleView?id=sales.sales_action_plans_setup.htm&release=264.0.0&type=5 "To get started with sales action plans, go to Setup and assign permissions, and then create sales action plan templates. Optionally, customize the action plan objects.").
4. To link to the account’s buyer relationship map from an account plan, turn on Buyer Relationship Map.
    
    See [Set Up Buyer Relationship Map](https://help.salesforce.com/s/articleView?id=sales.buyer_relationship_map_setup.htm&type=5&language=en_US).
5. To help your sales teams track their progress toward your account plan’s measurable objectives, create calculation definitions.
    
    Calculation definitions are optional. Two prebuilt calculation definitions are available and active by default. Start using these calculation definitions, or create your own.
    
    See [Sales Account Plan Objectives, Measures, and Calculation Definitions](https://help.salesforce.com/s/articleView?id=sales.account_plans_objective_measures.htm&release=264.0.0&type=5 "Add specific, actionable, and measurable goals to your team’s long-term growth strategy with sales account plans. When adding an objective to a sales account plan, you can specify how to measure the objective, select a calculation definition, and select related records. The objective measure, calculation definition, and related records selections determine how the objective tracks activity and how the objective’s current value updates.").
    
    1. In the Define Objective Measure Calculations section of the Account Plans page in Salesforce Go, click **Go to Setup**.
    2. In the Define Objective Measure Calculations section of the Sales Account Plans setup page, click **New Calculation Definition**.
    3. Specify a name and description that helps your sales team choose the appropriate calculation definition for the objectives they create. Users can see your description when they add an objective to a sales account plan and select the calculation definition.
    4. Specify an object, field, and calculation type: Count, Sum, Maximum, or Minimum.
    5. Optionally, specify filter conditions for identifying the specific records you want to track.
    6. Save and activate the calculation definition.

#### See Also

- [Customize Page Layouts with the Enhanced Page Layout Editor](https://help.salesforce.com/s/articleView?id=platform.layouts_customize_ple.htm&type=5&language=en_US)
- [Customize Related Lists](https://help.salesforce.com/s/articleView?id=platform.customizing_related_lists.htm&type=5&language=en_US)
- [Buyer Relationship Map](https://help.salesforce.com/s/articleView?id=sales.buyer_relationship_map.htm&type=5&language=en_US)
- [Select Who Can Use Sales Account Plans](https://help.salesforce.com/s/articleView?id=sales.account_plans_setup_assign_users.htm&release=264.0.0&type=5 "By default, only Salesforce admins can access the sales account plan objects. To get your sales teams started with account planning, assign the Manage Account Plans permission set to them and optimize your sharing settings.")
- [Focus Your Strategic Efforts with Sales Account Plans](https://help.salesforce.com/s/articleView?id=sales.account_plans_overview.htm&release=264.0.0&type=5 "In a sales account plan, you can research and analyze accounts, set objectives with actionable metrics, and keep tabs on growth and development.")