---
schema_version: "1"
id: 97d09da2a4291f01147b4960f9c6b1ea69b57bb40f02f68439a38aced892d6b7
title: Roles in Your Company’s Sales Planning Processes
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/legacy_sales_planning_welcome_roles.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_welcome_roles.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1b525e0150f130207e58747b5b41da18f9b89a0d6008ccc3cdeb118411a68f77
description: Identify key stakeholder roles within sales planning exercises and how those roles correspond with the ones in Legacy Sales Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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

<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>

![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)

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:17.761989342806395%">
        <col style="width:19.18294849023091%">
        <col style="width:63.05506216696269%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d29050e80">Role at Your Company</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d29050e83">Role in Sales Planning</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d29050e86">Typical Responsibilities for the Role in Sales Planning</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Role at Your Company" class="slds-cell-wrap" style="vertical-align:top;" headers="d29050e80 ">Operations leader</td>

          <td data-label="Role in Sales Planning" class="slds-cell-wrap" style="vertical-align:top;" headers="d29050e83 ">Plan administrator</td>

          <td data-label="Typical Responsibilities for the Role in Sales Planning" class="slds-cell-wrap" style="vertical-align:top;" headers="d29050e86 ">
            <ul>
              <li>Turn on, turn off, and set up sales planning features</li>

              <li>Create and manage all plans and their content, including hierarchies,
                assignments, and allocations</li>

              <li>Conduct final reviews of plans before activating and publishing</li>

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

              <li>Designate yourself as a plan owner</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Role at Your Company" class="slds-cell-wrap" style="vertical-align:top;" headers="d29050e80 ">Sales leader</td>

          <td data-label="Role in Sales Planning" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d29050e83 ">Plan owner</td>

          <td data-label="Typical Responsibilities for the Role in Sales Planning" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d29050e86 ">
            <ul>
              <li>Get unlimited access to the sales plan and all its components</li>


              <li>Submit the plan for activation</li>


              <li>Determine whether to designate others as plan co-owners</li>

              <li>Designate yourself as a hierarchy node owner</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Role at Your Company" class="slds-cell-wrap" style="vertical-align:top;" headers="d29050e80 ">Operations leader</td>

        </tr>
        <tr class="">
          <td data-label="Role at Your Company" class="slds-cell-wrap" style="vertical-align:top;" headers="d29050e80 ">Sales Manager</td>

          <td data-label="Role in Sales Planning" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d29050e83 ">Hierarchy node owner</td>

          <td data-label="Typical Responsibilities for the Role in Sales Planning" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d29050e86 ">
            <ul>
              <li>Get full access to the node, including its hierarchy, assignments, and
                allocations</li>




              <li>Determine whether to designate others as node co-owners</li>


            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Role at Your Company" class="slds-cell-wrap" style="vertical-align:top;" headers="d29050e80 ">Operations Manager</td>

        </tr>

      </tbody>
    </table>