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Considerations and Allocations for Permissions and Queries

Determine each team member’s level of authority based on their goals and anticipate query allocations in Legacy Sales Planning.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available for an additional cost in: Enterprise, Performance, Unlimited, and Developer Editions with Sales Planning in English only, and only if you have Web Services API enabled

Permission Set Licenses and Permission Sets for Sales Planning

Meet permission set license requirements before you determine and assign permission sets.

Teammate’s Goal Required Permission Set License Required Permission Sets What the Permission Sets Let Teammates Do
Process data as the OAuth user Data Pipelines Base User

Sales Planning Admin

AND

Data Pipelines Base User

 Process data and optimizations through the designated OAuth user.
Administer Sales Planning

Data Pipelines Base User

OR

Query for Datapipelines User

Sales Planning Admin

AND

Data Pipelines Base User OR Query for Datapipelines User for Sales Planning
  • Enable and disable Sales Planning features.
  • Create, read, update, and delete sales plans.
  • Share and publish sales plans.
  • Determine whether to designate others as co-administrators.
Manage sales plans Query for Datapipelines User

Sales Planning Ops Manager

AND

Query for Datapipelines User for Sales Planning
  • Create, read, update, and delete sales plans.
  • Share and publish sales plans.
Edit or view specific areas in hierarchies

Sales Planning Ops Analyst

AND

Query for Datapipelines User for Sales Planning

For editors:

  • Create, share, and view hierarchy nodes and their descendents.
  • Update assignments and allocations.

For viewers:

  • View hierarchy nodes and their descendents.
  • View assignments and allocations.
Plan for quota attainment -- Quota Attainment Planning User Plan for quota attainment.
Carve territories -- SF Maps Territory Planning for Sales Planning
  • Create territory models.
  • Share and publish territory models.

Query Allocations for Sales Planning

Get familiar with these allocations for query users and functions in sales planning processes.

Users and Functions Allocation
Available licenses for Data Pipelines Base User 3
Available licenses for Query for Datapipelines User for Sales Planning 50
Maximum columns returned 20
Rows returned per query 10,000
Concurrent queries for all users 50
Concurrent queries per user 10
Total query calls per month 30,000