Authorize teammates for administering Sales Planning, managing sales plans, and
contributing to or viewing areas of sales plans.
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 |
- Roles, Permissions, and Allocations
Determine each team member’s level of authority based on their roles and responsibilities. And anticipate query allocations in Sales Planning.
- Assign Licenses and Permissions for Sales Planning
Give teammates the authority to administer sales plans, manage sales plans, design territories, and edit or view specific areas so that they can participate in the end-to-end sales planning process.
