---
schema_version: "1"
id: 37d43eb77277e7bf724fb342654e204479512340e94d59840b6d2ae006f1d928
title: Considerations and Allocations for Permissions and Queries
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_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_setup_prepare_permission_sets_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4d44154907109ca2d6972ba43c81fd8b0abd62da9ad18311f3c6bd2113bf3b72
description: Determine each team member’s level of authority based on their goals and anticipate query allocations in Legacy Sales Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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

<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>

## Permission Set Licenses and Permission Sets for Sales Planning

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:14.903129657228018%">
          <col style="width:16.09538002980626%">
          <col style="width:16.09538002980626%">
          <col style="width:52.90611028315946%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d83748e80">Teammate’s Goal</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d83748e83">Required Permission Set License</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d83748e86">Required Permission Sets</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d83748e89">What the Permission Sets Let Teammates Do</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Teammate’s Goal" class="slds-cell-wrap" style="vertical-align:top;" headers="d83748e80 ">Process data as the OAuth user</td>

            <td data-label="Required Permission Set License" class="slds-cell-wrap" style="vertical-align:top;" headers="d83748e83 ">Data Pipelines Base User</td>

            <td data-label="Required Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d83748e86 ">
              <p>Sales Planning Admin</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Data Pipelines Base User</p>
            </td>

            <td data-label="What the Permission Sets Let Teammates Do" class="slds-cell-wrap" style="vertical-align:top;" headers="d83748e89 ">Process data and optimizations through the designated OAuth user.</td>

          </tr>
          <tr class="">
            <td data-label="Teammate’s Goal" class="slds-cell-wrap" style="vertical-align:top;" headers="d83748e80 ">Administer Sales Planning</td>

            <td data-label="Required Permission Set License" class="slds-cell-wrap" style="vertical-align:top;" headers="d83748e83 ">
              <p>Data Pipelines Base User</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Query for Datapipelines User</p>
            </td>

            <td data-label="Required Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d83748e86 ">
              <p>Sales Planning Admin</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Data Pipelines Base User OR Query for
                Datapipelines User for Sales Planning</p>
            </td>

            <td data-label="What the Permission Sets Let Teammates Do" class="slds-cell-wrap" style="vertical-align:top;" headers="d83748e89 ">
              <ul>
                <li>Enable and disable Sales Planning features.</li>

                <li>Create, read, update, and delete sales plans.</li>

                <li>Share and publish sales plans.</li>

                <li>Determine whether to designate others as co-administrators.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Teammate’s Goal" class="slds-cell-wrap" style="vertical-align:top;" headers="d83748e80 ">Manage sales plans</td>

            <td data-label="Required Permission Set License" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d83748e83 ">Query for Datapipelines User</td>

            <td data-label="Required Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d83748e86 ">
              <p>Sales Planning Ops Manager</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Query for Datapipelines User for Sales
                Planning</p>
            </td>

            <td data-label="What the Permission Sets Let Teammates Do" class="slds-cell-wrap" style="vertical-align:top;" headers="d83748e89 ">
              <ul>
                <li>Create, read, update, and delete sales plans.</li>

                <li>Share and publish sales plans.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Teammate’s Goal" class="slds-cell-wrap" style="vertical-align:top;" headers="d83748e80 ">Edit or view specific areas in hierarchies</td>

            <td data-label="Required Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d83748e86 ">
              <p>Sales Planning Ops Analyst</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Query for Datapipelines User for Sales
                Planning</p>
            </td>

            <td data-label="What the Permission Sets Let Teammates Do" class="slds-cell-wrap" style="vertical-align:top;" headers="d83748e89 ">
              <p>For editors:</p>
              <ul>
                <li>Create, share, and view hierarchy nodes and their descendents.</li>
                <li>Update assignments and allocations.</li>
              </ul>
              <p>For viewers:</p>
              <ul>
                <li>View hierarchy nodes and their descendents.</li>
                <li>View assignments and allocations.</li>
              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Teammate’s Goal" class="slds-cell-wrap" style="vertical-align:top;" headers="d83748e80 ">Plan for quota attainment</td>

            <td data-label="Required Permission Set License" class="slds-cell-wrap" style="vertical-align:top;" headers="d83748e83 ">--</td>

            <td data-label="Required Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d83748e86 ">Quota Attainment Planning User</td>

            <td data-label="What the Permission Sets Let Teammates Do" class="slds-cell-wrap" style="vertical-align:top;" headers="d83748e89 ">Plan for quota attainment.</td>

          </tr>
          <tr class="">
            <td data-label="Teammate’s Goal" class="slds-cell-wrap" style="vertical-align:top;" headers="d83748e80 ">Carve territories</td>

            <td data-label="Required Permission Set License" class="slds-cell-wrap" style="vertical-align:top;" headers="d83748e83 ">--</td>

            <td data-label="Required Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d83748e86 ">SF Maps Territory Planning for Sales Planning</td>

            <td data-label="What the Permission Sets Let Teammates Do" class="slds-cell-wrap" style="vertical-align:top;" headers="d83748e89 ">
              <ul>
                <li>Create territory models.</li>

                <li>Share and publish territory models.</li>

              </ul>
            </td>

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

## 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 |