---
schema_version: "1"
id: ecaa5f2a8bc83452ce539bc2ba58adc7d3caefbd6262386437d47ed9e11e15e3
title: Install 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_install.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_setup_prepare_install.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8d46bd47d3837c676924501a85d38a2c2f56a25b9a89590c7d13754eb1d404bd
description: Access the Sales Planning and Territory Planning managed packages and then install them before you grant your stakeholders permissions.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Install Legacy Sales Planning

Access the Sales Planning and Territory Planning managed packages and then install them before you grant your stakeholders permissions.

### 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="d78212e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d78212e70 ">To install packages:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d78212e70 ">Download AppExchange Packages</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d78212e70 ">To configure installed packages:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d78212e70 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

1. [Access the Sales Planning managed package](https://sfdc.co/salesplanninginstall). Then log in to Salesforce.
2. Select **Install for Admins Only**.
3. Click **Install**.
4. Select **Yes, grant access to these third party websites** and click **Continue**.
5. If a message indicates that the installation is taking longer than expected, click **Done**.
    
    We send you an email notification after the installation finishes. The installed package appears as a trial for up to 72 hours.
6. To carve territories as part of your sales planning processes, install Territory Planning within the Salesforce Maps managed package. See [Install Salesforce Maps](https://help.salesforce.com/s/articleView?id=sales.salesforce_maps_setup_installation.htm&type=5&language=en_US).