---
schema_version: "1"
id: c8d4c62bf53debf4d1f26d54cb07008a9ff13da168afa59f611a66c211730569
title: Designate an OAuth User
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_oauth_designation.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_setup_prepare_oauth_designation.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5a6c909b3d06e21efe70ba677cd1a084918fa9bd3d174cd74ada68769060ba6d
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Designate an OAuth User

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.

### 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="d81352e68">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d81352e68 ">To configure installed packages:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d81352e68 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d81352e68 ">To designate an OAuth user:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d81352e68 ">Sales Planning Admin permission set</td>

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

Regardless of who creates and manages sales plans, Sales Planning processes that work through the OAuth user. The designated user requires access to Sales Planning and any Salesforce objects involved in the data import process, such as the Account and Contact objects.

![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. Familiarize yourself with the required permission set license and permission sets for the OAuth user in [Roles, Permissions, and Allocations](https://help.salesforce.com/s/articleView?id=sales.sales_planning_setup_prepare_permission_sets_considerations.htm&release=264.0.0&type=5 "Determine each team member’s level of authority based on their roles and responsibilities. And anticipate query allocations in Sales Planning."). Then add them for that user.
2. To designate yourself as the OAuth user, log in to Salesforce. Or to designate a teammate, ask that teammate to log in to Salesforce.
    
    Whomever you designate as the OAuth user completes the rest of this procedure.
3. In Sales Planning, click **Setup**.
    
    ![Authorization for the OAuth user](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_oauth_designation.png)
4. Click **Authorize**.