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Questions tagged [forecasts-collaborative]

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Access to Forecasting related objects

Recently I was asked to provide the access to one field which is Access Level which is on Forecasting share standard object. This standard object and other related forecasting object I can't see in ...
riseAJdev's user avatar
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Managers Adjustment Column in Forecasting

We are looking to use the Managers Adjustment Column in Forecasting After testing I get the In selection as it Totals the In values in the Commit Header BUT If I choose Out it does not add the Out ...
Andrew A Hancock's user avatar
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1 answer
589 views

How is the Forecast Amount calculated in Salesforce?

This is related to another question of mine: Adding new custom column to Forecast Type in Forecasts And basically I have the ad-hoc notion that the Forecast amount already covers the requirement, it ...
David Boada's user avatar
1 vote
1 answer
514 views

I can not see the "share" button on the forecast page. Can anyone tell me the hack to see that button?

I am supposed to see a share button here. Don't know why I can't see it.
RDrathi's user avatar
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1 answer
435 views

can Sharing rules provides access to forecast hierarchy

Role A Role A1 Role A2 Role A3 Role B Role B1 Role B2 Role C Role C1 I have sharing rule on Opportunity to share the records of A1,A2,A3,B1,B2 to C1. But in the forecast tab, For C1 , he ...
indrasen neelam's user avatar
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0 answers
443 views

Enable Einstein Forecasting

I have recently started working on Einstein Forecasting. How much time does it takes to enable Einstein Forecasting? I have enabled it 4 days ago, but still I can see that the Einstein Forecasting ...
Neha Dave's user avatar
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1 answer
57 views

Using Collaborative Forecasting and need to migrate data to custom Forecasting Object

I am transitioning 'Scheduled Revenue' from Collaborative Forecasting to a custom Forecasting Object. I cannot find a list of the objects in Collaborative Forecasting and how they are used. Where can ...
Mark Keckeis's user avatar
0 votes
2 answers
274 views

Error when reading metadata for Forecasting: INVALID_TYPE: This type of metadata is not available for this organization

I am trying to check if collaborative forecasts is enable in a Organization, for that i am using the following code: LOG.log(Level.INFO, "Check if the collaborative forecasting is enabled"); ...
Rodrigo Birriel's user avatar
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1 answer
337 views

Territory Management with Forecasts

What type of Forecasts should you use when you enable Territory Management? Collaborative or Customizable Forecasts? When the features of both the Forecasts categories are similar, how do you decide ...
Sushma Tiwaari's user avatar
1 vote
1 answer
276 views

OOB Forecasting UI?

I am not looking for any tips on building out a custom UI. We plan to implement Collaborative Forecasts in my org, and want to avoid some of the mistakes of the previous build-out. There was a ton of ...
Adrian Larson's user avatar
  • 151k
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0 answers
343 views

Can we do forecasting on custom date instead of close date

I am using collaborative forecasting and it's using standard close date for forecast period but I have two close dates, one for sales and second for management so I want to use forecast on custom ...
Russel baker 1's user avatar
0 votes
1 answer
1k views

I want to use company quota instead of individual sales user quota in collaborative forecasting

as per our company policies we don't have individual quotas. How I can show the whole company quotas in collaborative forecast. I am using forecast and upload quota for sales users. we don't want ...
Russel baker 1's user avatar
4 votes
0 answers
193 views

Revenue Scheduling and Collaborative forecasting

I was working on Product Revenue Scheduling and I have hit a road-block. My Org uses "Collaborative forecasting" and I am not able to configure the forecasting to reflect the schedules. It displays ...
Venkataraman's user avatar
9 votes
1 answer
2k views

Is it possible to use a custom object with collaborative forecasts?

My organization has a custom object that has a child relationship with the opportunity object. We use this object for monthly bookings. Our organization has consumption based pricing. We might have ...
JulieC's user avatar
  • 91
1 vote
2 answers
5k views

How to forecast by expected revenue?

According to the Forecasts Administrator's Workbook - http://login.salesforce.com/help/pdfs/en/forecasts.pdf - it should be possible to forecast by expected revenue (Step 3 on pages 5 and 6). However,...
Sander de Jong's user avatar
3 votes
2 answers
2k views

Adding quota to users in Collaborative Forecasts

How can I add a quota to users in Collaborative Forecasts.
Dedo's user avatar
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