Salesforce Docs Portal

What’s Legacy Sales Planning?

Align sales teams with leadership targets using Legacy Sales Planning as your single source of truth. Give stakeholders a workspace for creating, collaborating on, and activating sales plans that give your company a competitive advantage.

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
Important
Important

Feature is scheduled for retirement as of Summer'26. See Sales Planning version 1 Retirement

Challenges of Typical Sales Planning Efforts

Creating and maintaining sales plans presents lots of challenges, especially when you’re planning in multiple systems. Here’s how.

The Problem Challenges That Come with It
Siloed efforts
  • Requires specialists for each system involved in your planning efforts
  • Disparate teams, sources, and applications
  • Lack of stakeholder input
  • Permissions management among all systems
Inefficient
  • Complicated implementations
  • Unknown risks whenever adjusting sales plans
  • Errors during import and export processes
  • A missing single source of truth
Inaccurate and expensive
  • Difficulties planning for the long term
  • Immeasurable performance that prevents you from identifying potential improvements
  • Inability to respond quickly to changing market conditions

How Sales Planning from Salesforce Helps

Meet and exceed your targets using Sales Planning.

Sales Planning home page

Here’s how.

Sales Planning Solution Benefits That Come with Sales Planning
Centralization of plans and cost reductions
  • Requires fewer specialists for a centralized system
  • Tracked updates to and performance of sales plans
Flexibility
  • Support for multiple business units with differing complexities
  • Ability to tailor top-down and bottom-up methodologies to your planning processes
  • Templates that start you off quickly
  • Data export to and data import from CSV files
Continuous planning
  • Access to historical and forecast data that influences iterative planning decisions
  • Deployment of sales plans