---
schema_version: "1"
id: 634bf992287a082a6570c59f6055d79b6208781f44f7b35be440b85c4f3f93c9
title: Preparing for Legacy Sales Planning
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/legacy_sales_planning_setup_prepare.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_setup_prepare.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d08e69251468ef9c81f727899cf653111eae8952b8d6ebd60b95bec55009031a
description: Get systems, processes, and people in place before you import data and create your plans in Legacy Sales Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Preparing for Legacy Sales Planning

Get systems, processes, and people in place before you import data and create your plans 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>

- **[Install Legacy Sales Planning](https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_setup_prepare_install.htm&release=264.0.0&type=5)**  
    Access the Sales Planning and Territory Planning managed packages and then install them before you grant your stakeholders permissions.
- **[Establishing Permissions for Legacy Sales Planning](https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_setup_prepare_permission_sets.htm&release=264.0.0&type=5)**  
    Authorize teammates for administering Legacy Sales Planning, managing sales plans, and contributing to or viewing areas of sales plans.
- **[Designate an OAuth User](https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_setup_prepare_oauth_designation.htm&release=264.0.0&type=5)**  
    Assign yourself or a colleague as the OAuth user. Legacy Sales Planning processes data management and optimizations through the OAuth user. That way, nobody’s affected during intensive system processing.
- **[Turn On Data Pipelines and Set Up Data Templates](https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_setup_prepare_data_pipelines.htm&release=264.0.0&type=5)**  
    Give stakeholders who participate in the planning process authority to create and update key components of Legacy Sales Planning through Data Pipelines.