---
schema_version: "1"
id: 906020e3f7980dc52933091b02de718a0c6dd3481bbc27c386ce6985524297ad
title: Assign Licenses and 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_assign.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_planning_setup_prepare_permission_sets_assign.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ec30d4e91cc2ed630a7cf3bbee83e55172f11dec77f3bf7000e751bd13c1b2dd
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d36104e70">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d36104e70 ">To assign permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d36104e70 ">Assign Permission Sets</td>

          </tr>
        </tbody>
      </table>

1. Familiarize yourself with Sales Planning permission set licenses and permission sets in [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.").
2. From Setup, in the Quick Find box, enter Users, and then select **Users**. Next, select a user that you want to grant access to Sales Planning.
3. In the Permission Set License Assignments section, click **Edit Assignments**.
4. Select permission set licenses that align with your teammate’s goal. <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <thead class="slds-text-title_caps ">
            <tr><th style="vertical-align:bottom;text-align:left;" id="d36104e131-option">Permission Set License</th>

            <th style="vertical-align:bottom;text-align:left;" id="d36104e131-desc">What It Lets Your Teammate Do</th>
          </tr></thead>
          <tbody><tr class="">
            <th style="vertical-align:top;" headers="d36104e131-option" id="d36104e144">Data Pipelines Base User<p>Or, Query for Datapipelines User for Sales
                Planning</p>
            </th>

            <td style="vertical-align:top;" headers="d36104e131-desc d36104e144">Administer and control sales plans.</td>

          </tr>
        </tbody></table>
5. In the Permission Set Assignments section, click **Edit Assignments**.
6. Select permission sets that correspond with your selected permission set licenses. And select any permission sets for the disciplines that align with your teammate’s responsibilities, such as designing territories and developing plans for quota attainment.
    
    | Permission Set | What It Lets Your Teammate Do |
    | --- | --- |
    | Sales Planning Admin | Administer Sales Planning and fully control sales plans. |
    | Sales Planning Ops Manager | Create sales plans and edit sales plans that they’ve been invited to contribute to. |
    | Sales Planning Ops Analyst | Edit sales plans and segments that they’ve been invited to contribute to. |
    | SF Maps Territory Planning for Sales Planning | Design territories within sales plans. |
    | Quota Attainment Planning User | Develop strategic plans for attaining quota. |
7. Click **Add**, and then save your changes.

#### See Also

- [Enable Data Pipelines and Features](https://help.salesforce.com/s/articleView?id=xcloud.sdp_setup_enable.htm&type=5&language=en_US)
- [Data Pipelines Limits](https://help.salesforce.com/s/articleView?id=xcloud.sdp_limits.htm&type=5&language=en_US)