---
schema_version: "1"
id: b52a6c62af2424c51480cf52866d90de6cc39114393279ed250910c961c00b01
title: Roles, Permissions, and Allocations
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_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_planning_setup_prepare_permission_sets_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b983aa6965e3468462c3f16dfc6ff6f23c93941a3093d276ac82ca66e13ec50f
description: Determine each team member’s level of authority based on their roles and responsibilities. And anticipate query allocations in Sales Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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.

### 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>

## Dependency on Salesforce Data Pipelines or CRM Analytics

Sales Planning relies on Salesforce Data Pipelines or CRM Analytics for managing and querying data. Together, these capabilities help you see how rule changes affect assignment rules without waiting for asynchronous data processing. When you get started with Sales Planning, decide whether you’re going to use it with Data Pipelines or CRM Analytics.

Sales Planning includes Data Pipelines by default but is subject to Data Pipelines limits for licenses and data shape. CRM Analytics requires an upgrade or separate purchase. This choice also determines which permission sets you assign to Sales Planning users.

Even though Data Pipelines and CRM Analytics are separate products, they share some settings and limits. See [How Salesforce Data Pipelines and CRM Analytics Work Together](https://help.salesforce.com/s/articleView?id=xcloud.sdp_interoperability.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), and [CRM Analytics Limits](https://help.salesforce.com/s/articleView?id=analytics.bi_limits.htm&type=5&language=en_US).

## Permission Set Licenses and Permission Sets for Sales Planning

Review the available permission sets for assigning roles, depending on whether you’re using Sales Planning with Data Pipelines or CRM Analytics.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:11.547344110854503%">
          <col style="width:11.547344110854503%">
          <col style="width:45.381062355658194%">
          <col style="width:15.588914549653579%">
          <col style="width:15.935334872979212%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d60683e110">Role at Your Company</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d60683e113">Corresponding Role in Sales Planning</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d60683e116">Responsibilities for the Role in Sales Planning</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d60683e119">Required Permission Set License</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d60683e122">Required Permission Sets</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Role at Your Company" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e110 ">Salesforce Admin</td>

            <td data-label="Corresponding Role in Sales Planning" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e113 ">OAuth User</td>

            <td data-label="Responsibilities for the Role in Sales Planning" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e116 ">Process data and optimizations through the designated OAuth user.</td>

            <td data-label="Required Permission Set License" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e119 ">Data Pipelines Base User</td>

            <td data-label="Required Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e122 ">
              <p>Sales Planning Admin</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Data Pipelines Base User</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Role at Your Company" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e110 ">Operations Leader</td>

            <td data-label="Corresponding Role in Sales Planning" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e113 ">Plan Administrator</td>

            <td data-label="Responsibilities for the Role in Sales Planning" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e116 ">
              <ul>
                <li>Turn on, turn off, and set up sales planning features.</li>

                <li>Create and manage all plans and their content, including sales plans,
                  segments, territory plans, and quota plans.</li>

                <li>Conduct final reviews of plans before activating and publishing.</li>

                <li>Determine whether to designate others as co-administrators.</li>

              </ul>
            </td>

            <td data-label="Required Permission Set License" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e119 ">Data Pipelines Base User</td>

            <td data-label="Required Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e122 ">
              <p>Sales Planning Admin</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Data Pipelines Base User</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Role at Your Company" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e110 ">
              <p>Operations Leader</p>
              <p>or</p>
              <p style="margin-bottom:0;">Sales Leader</p>
            </td>

            <td data-label="Corresponding Role in Sales Planning" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e113 ">Plan Manager</td>

            <td data-label="Responsibilities for the Role in Sales Planning" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e116 ">
              <ul>
                <li>Create sales plans and all their components.</li>

                <li>Modify sales plans and segments that they’re invited to contribute to.</li>

                <li>Conduct final reviews of scenarios before approval and merging.</li>

                <li>Determine whether to designate others as plan and segment contributors.</li>

              </ul>
            </td>

            <td data-label="Required Permission Set License" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e119 ">Query for Datapipelines User for Sales Planning</td>

            <td data-label="Required Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e122 ">
              <p>Sales Planning Ops Manager</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Query for Datapipelines User for Sales
                Planning</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Role at Your Company" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e110 ">
              <p>Operations Analyst</p>
              <p>or</p>
              <p style="margin-bottom:0;">Sales Manager</p>
            </td>

            <td data-label="Corresponding Role in Sales Planning" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e113 ">Plan Analyst</td>

            <td data-label="Responsibilities for the Role in Sales Planning" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e116 ">
              <ul>
                <li>Modify sales plans and segments that they’re invited to contribute to.</li>

                <li>Determine whether to designate others as plan and segment contributors within
                  their scope of access.</li>

              </ul>
            </td>

            <td data-label="Required Permission Set License" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e119 ">Query for Datapipelines User for Sales Planning</td>

            <td data-label="Required Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e122 ">
              <p>Sales Planning Ops Analyst</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Query for Datapipelines User for Sales
                Planning</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Role at Your Company" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e110 ">Territory Planner</td>

            <td data-label="Corresponding Role in Sales Planning" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e113 ">Plan Analyst</td>

            <td data-label="Responsibilities for the Role in Sales Planning" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e116 ">
              <ul>
                <li>Create territory plans from a segment.</li>

                <li>Share and publish territory plans.</li>

              </ul>
            </td>

            <td data-label="Required Permission Set License" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e119 ">
              <p>Required only for creating territory plans within segments:</p>
              <p style="margin-bottom:0;">Query for
                Datapipelines User for Sales Planning</p>
            </td>

            <td data-label="Required Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e122 ">
              <p>Sales Planning Ops Analyst</p>
              <p>AND</p>
              <p>Query for Datapipelines User for Sales
                Planning</p>
              <p>AND</p>
              <p style="margin-bottom:0;">SF Maps Territory Planning for Sales Planning</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Role at Your Company" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e110 ">Quota Planner</td>

            <td data-label="Corresponding Role in Sales Planning" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e113 ">Plan Analyst</td>

            <td data-label="Responsibilities for the Role in Sales Planning" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e116 ">Create quota plans from a segment.</td>

            <td data-label="Required Permission Set License" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e119 ">Query for Datapipelines User for Sales Planning</td>

            <td data-label="Required Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e122 ">
              <p>Sales Planning Ops Analyst</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Query for Datapipelines User for Sales
                Planning</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Role at Your Company" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e110 ">Sales Managers and Reps</td>

            <td data-label="Corresponding Role in Sales Planning" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e113 ">Sales Manager or Seller</td>

            <td data-label="Responsibilities for the Role in Sales Planning" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e116 ">Plan for quota attainment.</td>

            <td data-label="Required Permission Set License" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e119 ">--</td>

            <td data-label="Required Permission Sets" class="slds-cell-wrap" style="vertical-align:top;" headers="d60683e122 ">Quota Attainment Planning User</td>

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

## Query Allocations for Sales Planning

Get familiar with these allocations for query users and functions in sales planning processes.

 
| Users and Functions | Allocation |
| --- | --- |
| Available licenses for Data Pipelines Base User | 3 |
| Available licenses for Query for Datapipelines User for Sales Planning | 50 |
| Maximum columns returned | 20 |
| Rows returned per query | 10,000 |
| Concurrent queries for all users | 50 |
| Concurrent queries per user | 10 |
| Total query calls per month | 30,000 |