Align sales goals with organizational growth with Legacy Sales Planning. Identify what’s planned and who’s contributing to the planning process.
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 create sales plans: |
Data Pipelines Base User permission set license Data Pipelines Base User permission set AND Sales Planning permission set |
Important
Feature is scheduled for retirement as of Summer'26. See Sales Planning version 1 Retirement
- Click Create Plan.
-
Name your plan and add a description. Select the fiscal year the plan applies to. Fiscal
period options are based on your fiscal year settings in Salesforce.
- Click Create. Then, continue building your plan.