Determine your company’s growth potential when you define a sales strategy that includes sales teams, targets, and assignments using a single source of truth.
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 |
- Welcome to Legacy Sales Planning
Align sales teams with leadership targets with Legacy Sales Planning as your single source of truth. Give sales leaders and other stakeholders a workspace for creating, collaborating on, and activating sales plans that give your company a competitive advantage. - Preparing for Legacy Sales Planning
Get systems, processes, and people in place before you import data and create your plans in Legacy Sales Planning. - Setting Up Sales Plans
Unify sales strategy, planning, performance, and management with Legacy Sales Planning. Manage sales planning efforts for a specific fiscal period. Create sales plans that are transparent and include accountability to ensure a clean rollout. - Putting Your Sales Plan into Action
Publish plans from Legacy Sales Planning to Sales Territories or export them to CSV files for proprietary or third-party systems. - Keeping Sales Plans Running Smoothly
Maintain sales plans between regularly scheduled updates and compelling events. For example, reflect staffing changes and fine-tune assignments so that your sales plans perform the way you intend in Legacy Sales Planning.