---
schema_version: "1"
id: 0b2e57b487eb7455a4eec0d0005edc34a470e720f2bbf5ec1e3bdecf4e925569
title: Assign Licenses and Permissions 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_permission_sets_assign.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_setup_prepare_permission_sets_assign.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bf5d79ab221c3398411a64d44d964f861703615ebb19564a7a04d8ed75f15b11
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Assign Licenses and Permissions for Legacy Sales Planning

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.

### 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="d74361e70">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d74361e70 ">To assign user permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d74361e70 ">Assign Permission Sets</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. Familiarize yourself with Sales Planning permission set licenses and permission sets 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.").
2. From Setup, in the Quick Find box, enter Users, and then select **Users**. Next, select a user that you want to grant access to Sales Planning.
3. In the Permission Set License Assignments section, click **Edit Assignments**.
4. Select permission set licenses that align with your teammate’s goal. <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <thead class="slds-text-title_caps ">
            <tr><th style="vertical-align:bottom;text-align:left;" id="d74361e141-option">Permission Set License</th>

            <th style="vertical-align:bottom;text-align:left;" id="d74361e141-desc">What It Lets Your Teammate Do</th>
          </tr></thead>
          <tbody><tr class="">
            <th style="vertical-align:top;" headers="d74361e141-option" id="d74361e154">Data Pipelines Base User<p>Or, Query for Datapipelines User</p>
            </th>

            <td style="vertical-align:top;" headers="d74361e141-desc d74361e154">Administer and control sales plans.</td>

          </tr>
          <tr class="">
            <th style="vertical-align:top;" headers="d74361e141-option" id="d74361e165">Salesforce Maps Territory Planning</th>

            <td style="vertical-align:top;" headers="d74361e141-desc d74361e165">Design territory plans.</td>

          </tr>
        </tbody></table>
5. In the Permission Set Assignments section, click **Edit Assignments**.
6. Select permission sets that correspond with your selected permission set licenses. And select any permission sets for the disciplines that align with your teammate’s responsibilities, such as designing territories and developing plans for quota attainment.
    
    | Permission Set | What It Lets Your Teammate Do |
    | --- | --- |
    | Sales Planning Admin | Administer Sales Planning and fully control sales plans. |
    | Sales Planning Ops Manager | Fully control sales plans. |
    | Sales Planning Ops Analyst | Edit or view specific areas within sales plans. |
    | SF Maps Territory Planning for Sales Planning | Design territories within sales plans. |
    | Quota Attainment Planning User | Develop strategic plans for attaining quota. |
7. Click **Add**, and then save your changes.

#### See Also

- [Enable Data Pipelines and Features](https://help.salesforce.com/s/articleView?id=xcloud.sdp_setup_enable.htm&type=5&language=en_US)
- [Data Pipelines Limits](https://help.salesforce.com/s/articleView?id=xcloud.sdp_limits.htm&type=5&language=en_US)