AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Anaplan Tab Experience for Salesforce

Access Anaplan planning and timely insights directly within Salesforce

Overview

Bring Anaplan planning and multi-dimensional modeling directly into Salesforce, enabling users to access Anaplan within their CRM workflows without switching between applications.

1 of 4

  • Embedded Anaplan experience - Access Anaplan directly within Salesforce without switching between applications.

  • Planning data at your fingertips - Access territories, quotas, forecasts, and incentive compensation data within Salesforce.

  • Seamless User Experience – Access Anaplan directly within Salesforce through a unified experience

  • Secure Authentication – Authenticate users through Salesforce Embedded Connected App (ECA) and OAuth.

  • Streamlined workflows - Reduce context switching by bringing Anaplan planning into Salesforce workflows.

  • Connected enterprise planning - Enable sales, finance, and revenue teams to access Anaplan planning insights within Salesforce to support informed decisions.

Bring Anaplan planning into your Salesforce workflows. Anaplan Tab for Salesforce brings enterprise planning and multi-dimensional modeling directly into Salesforce, giving users access to Anaplan within the CRM environment they already use. Sales operations, finance, and revenue teams can access and work with Anaplan planning information, including territory assignments, quota allocations, forecasts, and incentive compensation data, without switching between Salesforce and Anaplan. By bringing planning into Salesforce workflows, Anaplan Tab helps reduce application switching and streamline how teams access the planning information they need to support informed decisions.

Categories

Business Needs
Sales
Finance
Enterprise Resource Planning
Industries
Horizontal Product
Financial Services
High Tech
Personas
Consultant
Data Analyst
Data Professional
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Managed Package
Lightning App Builder

More from Anaplan, Inc.

  • Anaplan for Revenue Performance Management (RPM)
    by Anaplan, Inc.
    No Ratings
    Unite planning and execution with real-time, bi-directional integration between Anaplan and Salesforce. Eliminate manual work, align data, and drive smarter, faster decisions across sales, marketing, and revenue operations.
    AnalyticsFinance