---
schema_version: "1"
id: 961a1cb1a52749d10a631b3547e358d893e368f2410f7ded74f413c83f3f7631
title: Keeping Sales Plans Running Smoothly
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/legacy_sales_planning_maintenance.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_maintenance.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 858b5ee43e202f5a06adf8521025d5a85f4ea461d7fb1b6b3fa1210352c95a7d
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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.

### 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>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_important.png)

Important

Feature is scheduled for retirement as of Summer'26. See [Sales Planning version 1 Retirement](https://help.salesforce.com/s/articleView?id=005224374&type=1&language=en_US)

- **[Refresh Data Sources for Continual Sales Plan Optimization](https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_maintenance_data_refresh.htm&release=264.0.0&type=5)**  
    Plan your sales strategy using the most recent Salesforce data for assignment objects in your sales plans. You specify which assignment objects’ data to refresh in Legacy Sales Planning.