---
schema_version: "1"
id: c9626515104e3b144b221833fbc6cb758bc960a2e14e9b60fc15d70b10d06743
title: Legacy Sales Planning
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/legacy_sales_planning.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ffd465c6c9266c3d1a8acb2d0a45581e005c7c3805da5c6afb63f71935c149a2
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Legacy Sales Planning

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

<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: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Sales Planning in English only, and only if you have Web Services API enabled</td></tr></tbody></table>

- **[Welcome to Legacy Sales Planning](https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_welcome.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_setup_prepare.htm&release=264.0.0&type=5)**  
    Get systems, processes, and people in place before you import data and create your plans in Legacy Sales Planning.
- **[Setting Up Sales Plans](https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_plans.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_activation.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_maintenance.htm&release=264.0.0&type=5)**  
    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.