Access the Sales Planning and Territory Planning managed packages and then install them
before you grant your stakeholders permissions.
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 install packages: |
Download AppExchange Packages |
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Access the Sales Planning managed package. Then log in to
Salesforce.
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Select Install for Admins Only.
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Click Install.
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Select Yes, grant access to these third party websites and click
Continue.
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If a message indicates that the installation is taking longer than expected, click
Done.
We send you an email notification after the installation finishes. The installed package
appears as a trial for up to 72 hours.
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To carve territories as part of your sales planning processes, install Territory Planning
within the Salesforce Maps managed package. See Install Salesforce Maps.
