---
schema_version: "1"
id: 8aa647dead69e07e4675258534ab954f04d9e7ae47dc517f8ea9002cc9ce050b
title: Data Processing Engine Templates for Advanced Account Forecasting
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/aaf_admin_dpe_templates_aaf.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.aaf_admin_dpe_templates_aaf.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c88296912a16f43d81ea78f38d600a1202816011c0dc9ec3f67c1cbba1a79934
description: Use the data processing engine templates for Advanced Account Forecasting to generate, regenerate, recalculate, or roll over forecasts. Clone and use the default templates, or customize them to suit your needs. Customize these templates to include custom dimensions, such as region, or custom measures such as quarter-on-quarter revenue growth. You can also modify the calculation logic for existing measures.
products:
  - Manufacturing
release: "264"
---
# Data Processing Engine Templates for Advanced Account Forecasting

Use the data processing engine templates for Advanced Account Forecasting to generate, regenerate, recalculate, or roll over forecasts. Clone and use the default templates, or customize them to suit your needs. Customize these templates to include custom dimensions, such as region, or custom measures such as quarter-on-quarter revenue growth. You can also modify the calculation logic for existing measures.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-manufacturing-264-0-0-production-enus/71a7997a-6330-43f9-81ad-0e7c8f13997c/images/icon_important.png)

Important The updated Data Processing Engine (DPE) templates in Spring ’23 use the Advanced Account Forecast Set Use object instead of the Advanced Account Forecast Set Partner object to manage the forecast fact data. If you used the templates to create DPE definitions before Spring ’23, we recommend that you create definitions by using the updated templates or modify your existing definitions based on the updated templates.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:25%">
        <col style="width:75%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d61268e73">Data Processing Engine Job</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d61268e76">Purpose</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Data Processing Engine Job" class="slds-cell-wrap" style="vertical-align:top;" headers="d61268e73 ">Generate Account Forecast</td>

          <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d61268e76 ">
            <p>Use this definition to generate forecasts for the first time for a forecast set and
              for new accounts.</p>
            <p style="margin-bottom:0;">This DPE definition aggregates the quantity and revenue data for an account and a
              forecast set from active orders, opportunities, and sales agreements. Then, it
              generates forecasts with the dimensions and frequency defined in the forecast
              set.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Data Processing Engine Job" class="slds-cell-wrap" style="vertical-align:top;" headers="d61268e73 ">Recalculate Account Forecast</td>

          <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d61268e76 ">
            <p>Use this definition to recalculate forecasts when you change sales agreements or
              opportunities. For example, when you add products or remove existing products.</p>
            <p style="margin-bottom:0;">This DPE definition aggregates the quantity and revenue data to recalculate
              existing forecasts for an account and a forecast set. When you use the definition,
              the existing forecast data expires. The definition then recalculates the existing
              forecast data, and then recalculates forecasts based on the updated sales
              agreements, opportunities, or other records.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Data Processing Engine Job" class="slds-cell-wrap" style="vertical-align:top;" headers="d61268e73 ">Regenerate Account Forecast</td>

          <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d61268e76 ">
            <p>Use this definition to regenerate forecasts for your accounts when you change the
              frequency, dimensions, or start period of the forecast set.</p>
            <p style="margin-bottom:0;">This DPE definition aggregates the quantity and revenue data to regenerate
              forecasts for an account and a forecast set. When you use the definition, the
              existing forecast data for one or multiple accounts expires. The definition then
              regenerates forecasts based on the updated forecast set configurations.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Data Processing Engine Job" class="slds-cell-wrap" style="vertical-align:top;" headers="d61268e73 ">Rollover Account Forecast</td>

          <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d61268e76 ">
            <p>Use this definition along with the Recalculate Account Forecast definition to
              generate forecast data for new periods during rollover and recalculate the existing
              forecast data.</p>
            <p style="margin-bottom:0;">This DPE definition aggregates the quantity and revenue data for an account and a
              forecast set from orders, opportunities, and sales agreements for new periods during
              rollover. It generates forecasts for the new periods that get added to the forecast
              display at the end of each period. It invalidates the forecasts for the oldest
              period.</p>
          </td>

        </tr>
      </tbody>
    </table>