Welcome to Legacy Sales Planning

Align sales teams with leadership targets with Legacy Sales Planning as your single source of truth. Give sales leaders and other stakeholders a workspace for creating, collaborating on, and activating sales plans that give your company a competitive advantage.

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

Important

Feature is scheduled for retirement as of Summer'26. See Sales Planning version 1 Retirement

• What’s Legacy Sales Planning?
  Align sales teams with leadership targets using Legacy Sales Planning as your single source of truth. Give stakeholders a workspace for creating, collaborating on, and activating sales plans that give your company a competitive advantage.
• Roles in Your Company’s Sales Planning Processes
  Identify key stakeholder roles within sales planning exercises and how those roles correspond with the ones in Legacy Sales Planning.