---
schema_version: "1"
id: 9dd86d59882139b049eaea54c8256afe50217332b0434feb8ecaca7ed0747ec6
title: Setting Up Sales Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/legacy_sales_planning_plans.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_plans.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5abae57124a33cd3704ed0d83407f5ffa33e958252c19a22e20cf8868457b2c1
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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.

### 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)

- **[Create a Sales Plan](https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_plans_create.htm&release=264.0.0&type=5)**  
    Align sales goals with organizational growth with Legacy Sales Planning. Identify what’s planned and who’s contributing to the planning process.
- **[Establish a Hierarchy for Your Sales Plan](https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_plans_hierarchies.htm&release=264.0.0&type=5)**  
    Organize and coordinate your teams’ selling efforts when you specify your plan’s sales hierarchy in business units, sales roles, geographies, or other criteria in Legacy Sales Planning.
- **[Assigning Records Within Your Sales Hierarchy](https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_plans_assignments.htm&release=264.0.0&type=5)**  
    Increase the likelihood of your sales teams meeting and exceeding their targets using assignment methods and priorities for accounts, leads, opportunities, and other records. Assign records based on rules, boundaries, and manual methods in Legacy Sales Planning.
- **[Allocating Metrics Across Your Sales Hierarchy](https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_plans_allocations.htm&release=264.0.0&type=5)**  
    Allocate metrics that matter for your company’s fiscal periods in Legacy Sales Planning. For example, allocate metrics for quotas, budgets, headcount, and anything else that plays a role in your planning processes.