Publish plans from Legacy Sales Planning to Sales Territories or export them to CSV
files for proprietary or third-party systems.
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 |
- Publish Sales Plans to Sales Territories
Take advantage of sales plans right away when you publish them from Legacy Sales Planning to Sales Territories.
- Export Sales Plans for Other Systems
Pack up your sales plans in CSV files directly in Legacy Sales Planning. Import that data into proprietary and third-party systems. Choose the hierarchy level that you export to CSV files, which can include assignments and allocations.
