Take advantage of sales plans right away when you publish them from Legacy Sales Planning to Sales Territories.
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 access Sales Planning: |
Data Pipelines Base User permission set license AND Data Pipelines Base User permission set |
| To publish plans to Sales Territories: |
Manage Territories AND Allow Forecasting AND Sales Planning Admin permission set OR Sales Planning Ops Manager permission set |
Important
Feature is scheduled for retirement as of Summer'26. See Sales Planning version 1 Retirement
- Open the sales plan you want to publish.
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Click Publish.
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Select the publishing options for your sales plan and click
Next.
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Confirm your publishing options and then click Publish.
Sales Planning includes up to 10,000 records each time you publish to Sales Territories.
