---
schema_version: "1"
id: 370f7fb9295602794b02ab551d60152d3e7b3a9219c1dc00e3f270cd1f8aded4
title: Establishing Permissions for Sales Planning
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_planning_setup_prepare_permission_sets.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_planning_setup_prepare_permission_sets.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ab670afe153c062fcab035f83598b0a567425319d2ac45afb0d0360afa954a38
description: Authorize teammates for administering Sales Planning, managing sales plans, and contributing to or viewing areas of sales plans.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Establishing Permissions for Sales Planning

Authorize teammates for administering Sales Planning, managing sales plans, and contributing to or viewing areas of sales plans.

### 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>

- **[Roles, Permissions, and Allocations](https://help.salesforce.com/s/articleView?id=sales.sales_planning_setup_prepare_permission_sets_considerations.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.sales_planning_setup_prepare_permission_sets_assign.htm&release=264.0.0&type=5)**  
    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.