Provide your forecast managers with AI-powered intelligence that improves forecasting accuracy, predicts results, and tracks how sales teams are doing.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available with Sales Cloud Einstein, which is available in Performance and Unlimited Editions, and for an extra cost in Enterprise Edition |
| User Permissions Needed | |
|---|---|
| To enable Einstein Forecasting: | Customize Application AND Modify All Data |
Tip Check
out this feature in Salesforce Go! Find a guided setup experience, explore more content,
discover related features, and monitor feature usage. See Discover and Set Up Features With Salesforce Go.
Important To enable users for Einstein Forecasting, make sure they’re enabled to use
forecasts and are assigned as a forecast manager.
- From Setup, enter Assisted Setup in the Quick Find box, and then
select Assisted Setup.
The setup page shows all the steps you need for Sales Cloud Einstein deployment, including how to assign users.
- Click Set Up next to Einstein Forecasting.
- Click Enable.
- Read the introduction, and then click Next.
- Choose whether to have Einstein consider all opportunity records or only a subset when building the predictive model. Then, click Next. If needed, define the criteria, and click Next.
- Choose whether to have Einstein consider all custom opportunity fields when building the predictive model. Then, click Next. If needed, deselect the fields you want Einstein to ignore, and click Next.
- Review your settings. Then, click Save.
- If you customized the Home page, add the performance chart to it.
Note Einstein uses your data to create your custom predictive model. If organization-wide
sharing is set to Private for the User object, to extract relevant information, you might need
to give a couple profiles access to users. Make sure the Analytics Cloud Security User and
Analytics Cloud Integration User profiles have the View All Users system permission.