Gathers information about how a sales rep is tracking toward meeting their Committed and
Most Likely quota for the current forecast period. The output includes the seller’s forecast
amount, a list of any deals at risk, and why they’re considered at risk.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions with an Agentforce or Einstein for Sales, Service,
Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein
add-on to access the action.
|
Action Details
| API Name |
GetForecastGuidance |
| Reference Action Type |
Standard Action |
| Does this action execute one or more prompt templates? |
No |
| Required Setup |
If you haven’t set up Salesforce Forecasting, see Set Up Salesforce Forecasting. |
Considerations
- The user interacting with this action can view forecast guidance information only for users
they have access to in their forecast hierarchy.
- Outputs can vary depending on how forecating is set up.
- This action works only for Opportunity Revenue forecast types with these properties.
- Measure: Opportunity Amount
- Date: Opportunity Close Date
- Hierarchy: User
- Product Family: None
- The last viewed forecast type dictates the action’s output.
- This action provides information only for the current period.
