Anaplan for Salesforce provides seamless integration between Anaplan's planning capabilities and Salesforce's CRM functionalities.
This integration enables organizations to streamline data flow, enhance sales operations, and gain real-time insights directly within their Salesforce environment.
For a detailed description of supported features, refer to the official documentation.
Licensing and scope
This application does not increase workspace capacity or alter the current workspace limits.
Prerequisites
This integration requires a subscription to Sales Planning Users or Sales Participants.
This integreation requires a subscription to at least one (1) of the following Sales Performance Management applications:
- Segmentation & Scoring
- Go-to-Market (GTM) Capacity Planning
- Territory & Quota Planning
Entitlements
This application does not include any additional Anaplan entitlements.