Get the following information from the Salesforce administrator and inform Anaplan Support:

    • The list of Salesforce.com user names that the Salesforce.com administrator enabled for the Salesforce.com Anaplan tab.
      • Make sure that each Salesforce.com user name matches the Anaplan login name (typically, their work email address). 
    • The corresponding Salesforce.com ID for each user.
    • The Salesforce.com Organization ID.
    • Determine if the Salesforce administrator provisioned manually or with APIs.

Inform end users of their configuration tasks

Provide these instructions to the Anaplan end users who use Salesforce. Otherwise, this feature won't work.

Customize tabs

  1. In Salesforce.com, select the + sign.
  2. Select Customize My Tabs.
  3. Select Anaplan in Available Tabs and add it to Selected Tabs.

The Anaplan tab displays.

Verify that the Anaplan tab works

  1. Log in to Salesforce and select the Anaplan tab. This gives you access to Anaplan without a separate login.
  2. Use the tiles to choose a workspace.

Note: The next time you select the Anaplan tab, you will see the most recent workspaces rather than the tiles.

Troubleshoot

  1. If the Anaplan tab doesn't enable entry to Anaplan, contact your Salesforce administrator.
  2. If the Anaplan tab displays no data, contact your Anaplan workspace admin.