I'm working on a project where the client wants the following:
Somewhat different from SFDC's native concept of a committed Opportunity, the Opportunity should be set to "Committed" if it exceeds a certain probability, but also a manager can set/unset whether that Opportunity is committed regardless of the stage or probability.
While the client allows stages to move forward at any pace, the representative will automatically losse compensation if the Opportunity stages moves forward too rapidly (if there is a good reason for this, the manager can override this).
We solve both of the above using checkboxes with workflow rules, but this leads us to a problem with the third requirement:
- The Forcecast should not display those Opportunities which either (1) do not fit the above criteria for commited and (2) will not be compensated.
While we are looking to filter Forecast Reports based on the above, we are wondering if it is possible to actually manipulate the Forecast itself through Apex or any other automated process.