---
schema_version: "1"
id: 1fbf5abf20c1726f4aa0561dc83614d3e38a8d1ca27e5904959da4fde65dd394
title: Create a Sales Plan
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_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_plans_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2770c84f1b0bc9e3889078448c71d00ddb49f8438ad2f341c98c5d457ab8c9d5
description: Align sales goals with organizational growth with Legacy Sales Planning. Identify what’s planned and who’s contributing to the planning process.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Create a Sales Plan

Align sales goals with organizational growth with Legacy Sales Planning. Identify what’s planned and who’s contributing to the planning process.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d12054e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12054e70 ">To create sales plans:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12054e70 ">
              <p>Data Pipelines Base User permission set license</p>
              <p>Data Pipelines Base User permission
                set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Sales Planning permission set</p>
            </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)

1. Click **Create Plan**.
2. 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.
    
    ![Sales planning plan details](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/sales_planning_plans_create_name.png)
3. Click **Create**. Then, continue building your plan.