Salesforce Docs Portal

Create a Sales Plan

To get started in Sales Planning, create a plan and select a data source, then specify product hierarchy, product seasonality, goals, targets, and milestones. Share the plan with other users so your team can collaborate on the planning process.

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
User Permissions Needed
To create sales plans:

One of these:

  • Sales Planning Admin permission set
  • Sales Planning Ops Manager permission set

AND

One of these:

  • Query for Datapipelines User for Sales Planning permission set
  • CRM Analytics Plus User permission set
  • CRM Analytics Growth User permission set
  1. Set up the plan.
    1. In Sales Planning, click Create Plan.
    2. Name your plan and add a description. Select the year and start month, and specify a due date.
      The due date that you enter becomes a milestone in the sales plan. See Track Sales Planning Progress with Milestones.
      Sales plan details
    3. Click Create.
  2. Associate records with the plan by selecting a data source.
    Note
    Note Make sure that you have connected a data source in Sales Planning. See Connect Data Sources to Sales Plans.
    1. On the sales plan details page, from the Manage Your Sales Plan card, click Connect next to the Records item.
      The Manage Your Sales Plan card on the sales plan details page, showing the option to connect records
    2. Select a data source.
  3. Set up the product hierarchy and specify product seasonality. See Set Up Product Hierarchy and Product Seasonality in Sales Planning.
  4. Identify the goals and measurable targets for each goal. See Identify Goals and Set Targets in Sales Planning.
  5. Invite other users to participate in the sales plan.

    Users that you add to the plan have these privileges.

    • Plan users also have access to every segment, regardless of their assigned permission set.
    • You can assign plan users to milestones.
    1. On the sales plan details page, click Share.
    2. Search for the users that you want to add, or copy the link to the sales plan so you can share it through other channels.
  6. Add milestones to the plan. See Track Sales Planning Progress with Milestones.

See Also