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.

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

Role at Your Company	Role in Sales Planning	Typical Responsibilities for the Role in Sales Planning
Operations leader	Plan administrator	Turn on, turn off, and set up sales planning features Create and manage all plans and their content, including hierarchies, assignments, and allocations Conduct final reviews of plans before activating and publishing Determine whether to designate others as co-administrators Designate yourself as a plan owner
Sales leader	Plan owner	Get unlimited access to the sales plan and all its components Submit the plan for activation Determine whether to designate others as plan co-owners Designate yourself as a hierarchy node owner
Operations leader
Sales Manager	Hierarchy node owner	Get full access to the node, including its hierarchy, assignments, and allocations Determine whether to designate others as node co-owners
Operations Manager