Sales Planning Setup

Determine your company’s growth potential when you define sales strategies that include sales teams, targets, and assignments by using a single source of truth.

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
  • What’s Sales Planning?
    Align sales teams with leadership targets using 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.
  • Preparing for Sales Planning
    Get systems, processes, and people in place before you import data and create your plans in Sales Planning.