---
schema_version: "1"
id: e90f876968fe3cc293d01c137073829488f0a1d92e44757605479d0fcf370f58
title: Turn On Data Pipelines and Set Up Data Templates
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_data_pipelines.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_setup_prepare_data_pipelines.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5bd9449739ccbb3b22bcc98af9d7e7d1838a66a20346524dab951b4e056324ad
description: Give stakeholders who participate in the planning process authority to create and update key components of Legacy Sales Planning through Data Pipelines.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Turn On Data Pipelines and Set Up Data Templates

Give stakeholders who participate in the planning process authority to create and update key components of Legacy Sales Planning through Data Pipelines.

### 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="d50721e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50721e70 ">To install packages:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50721e70 ">Download AppExchange Packages</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50721e70 ">To configure installed packages:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50721e70 ">Customize Application</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. Confirm that you added the Data Pipelines Base User permission set for your Sales Planning users.
    
    See [Assign Licenses and Permissions for Legacy Sales Planning](https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_setup_prepare_permission_sets_assign.htm&release=264.0.0&type=5 "Give teammates the authority to administer sales plans, manage sales plans, design territories, and edit or view specific areas so that they can participate in the end-to-end sales planning process.").
2. From Setup, in the Quick Find box, enter Data Pipeline, and then select **Getting Started**. Enable **Data Pipeline**.
    
    ![Option to enable Data Pipelines](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_data_pipelines_1.png)
3. Click **Launch Data Manager** | **Data Templates** | **Sales Planning**. Then click **Next**.
4. Enter the name Sales Planning and a description.
    
    ![Option to enable Data Pipelines](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_data_pipelines_2.png)
5. Click **Create**.
    
    Data Pipelines creates an app that lets your stakeholders create and update elements necessary for sales planning processes.