Anaplan Tab Experience for Salesforce
By Anaplan, Inc.
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free
- Listed since
- 2026
About Anaplan Tab Experience for Salesforce
Access Anaplan planning and timely insights directly within Salesforce
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.
Highlights
- 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.
Screenshots
Image 1 of 4
Pricing
Free.
Compatibility
- Requires
- Sales Cloud
- Service Cloud
- Marketing Cloud
- Commerce Cloud Order Management
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on July 20, 2026
- Industries
- Horizontal Product
- Financial Services
- High Tech
- Languages
- English