You can use Advanced Account Forecasting to generate forecasts based on opportunities,
orders, sales agreements, historical orders, and any other custom measures considering all aspects
of business from Salesforce and beyond. If you’re an existing customer using Account Forecasting,
follow these steps to migrate to Advanced Account Forecasting.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer
Editions |
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Disable the older version of Account Forecasting.
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Enable Advanced Account Forecasting and Data Pipelines in Setup.
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Assign permission sets to users according to your business needs.
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Set field-level security and create sharing rules for the fact and
partner object records.
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Update the out-of-the-box forecast set definition to include the period groups and display
duration according to your business need.
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Use one of these options to modify the out-of-the-box data processing engine definitions to generate
forecasts:
- Use the out-of-the-box forecast set.
- Modify the out-of-the-box data processing engine definitions to include the Account
Product Period Forecast object as a data source. Alternatively, you can modify the
out-of-the-box Advanced Account Forecast Fact object to include the custom metrics from the
Account Product Period Forecast object.
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You can also upload data for the Advanced Account Forecast Set Partner and Advanced Account
Forecast Fact objects by using Data Loader.
