---
schema_version: "1"
id: 0617a0d07783ec5f92dad8069209deba30214f7ddb26a5ffb94623a4482921f6
title: Update Advanced Account Forecast Values
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/aaf_user_mass_update.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.aaf_user_mass_update.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cbc227912460dbde8e437ffb0680bd71be89eadc5adf7434aa446f15c0ebdcd5
description: Adjust your advanced account forecasts to reflect changing market conditions, evolving negotiations, and other factors, and track the reasons for adjustments. You can update individual values at a time or simultaneously update multiple values of advanced account forecasts. You can edit forecast values only during the adjustment period that your Salesforce admin defines for your user profile. You can update the forecast values only when the advanced account forecast set use record is active. You can’t update the forecast values when the advanced account forecast set related to the advanced account forecast set use record is inactive, or when recalculation is in progress.
products:
  - Manufacturing
release: "264"
---
# Update Advanced Account Forecast Values

Adjust your advanced account forecasts to reflect changing market conditions, evolving negotiations, and other factors, and track the reasons for adjustments. You can update individual values at a time or simultaneously update multiple values of advanced account forecasts. You can edit forecast values only during the adjustment period that your Salesforce admin defines for your user profile. You can update the forecast values only when the advanced account forecast set use record is active. You can’t update the forecast values when the advanced account forecast set related to the advanced account forecast set use record is inactive, or when recalculation is in progress.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
          <col>
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d65843e71">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65843e71 ">To modify advanced account forecasts</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65843e71 ">Read and Edit permissions on Advanced Account Forecasts</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65843e71 ">To mass update advanced account forecasts</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65843e71 ">Mass Update for Advanced Account Forecasting System Permission</td>

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

Salesforce admins define the adjustment periods for various user profiles when they define advanced account forecast sets. See [Create and Configure Forecast Sets for Advanced Account Forecasting](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_forecast_set_task.htm&release=264.0.0&type=5 "A forecast set represents a set of configurations for forecasts for a particular business objective. These configurations include forecast dimensions, measures, adjustment periods, calculation methods, and calculation frequencies. Forecast sets can vary based on business units, locations, product lines, or other factors. For example, a company can have two forecast sets: one on the sales demand forecasts for the Hammer product in Japan ship-to location and another for service revenue forecasts for the Forklift product family in the France location.").

To help you update the values for a measure, your Salesforce admin must select the User-Editable calculation method for the measure in the forecast set. See [Create and Configure Forecast Sets for Advanced Account Forecasting](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_forecast_set_task.htm&release=264.0.0&type=5 "A forecast set represents a set of configurations for forecasts for a particular business objective. These configurations include forecast dimensions, measures, adjustment periods, calculation methods, and calculation frequencies. Forecast sets can vary based on business units, locations, product lines, or other factors. For example, a company can have two forecast sets: one on the sales demand forecasts for the Hammer product in Japan ship-to location and another for service revenue forecasts for the Forklift product family in the France location.").

## Update Individual Forecast Values

Revise the individual values of advanced account forecasts and note the reasons for the revisions.

1. From the App Launcher, go to **Advanced Account Forecast Set Uses**.
2. Open the record for which you want to update the forecast values.
3. On the cell that has the value that you want to edit, click the pencil icon.
4. Enter the new value for the measure and add an adjustment note.
    
    ![account forecast adjustments](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-manufacturing-264-0-0-production-enus/71a7997a-6330-43f9-81ad-0e7c8f13997c/manufacturing/images/forecast_adjustments.png)
    
    The ![Change in Value icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-manufacturing-264-0-0-production-enus/71a7997a-6330-43f9-81ad-0e7c8f13997c/manufacturing/images/change-icon.png) icon in a cell indicates that the cell has an updated value.

## Update Multiple Forecast Values

Simultaneously update the forecast values for a measure for the desired dimensions across all periods. For example, for demand forecasts on forklifts, mass update the Variable Cost Per Unit measure values across all periods for a production location and a product. To mass update values, select a measure, an advanced account forecast fact list view, and the change in value.

To mass update forecast values, first create a list view on the Advanced Account Forecast Fact object. Define your list view filter criteria by specifying the desired fields on the Advanced Account Forecast Fact object, operators, and logic statements. See [Create or Clone a List View in Lightning Experience](https://help.salesforce.com/s/articleView?id=xcloud.customviews_lex.htm&type=5&language=en_US). You can't specify the list views of a custom forecast fact object to mass update advanced account forecast values.

1. From the App Launcher, go to **Advanced Account Forecast Set Uses**.
2. Open the record for which you want to mass update the forecast values.
3. Click **Mass Update**.
4. Select the measure that you want to change the values for.
5. Find and select an advanced account forecast fact list view.
6. Select an action.
    - Increase By
    - Decrease By
    - Replace With
7. Enter a value for the selected action. To use the value as a percentage, select **Use as percentage**.
8. Save your changes.

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

Example

A manufacturing company sells products in two locations: New York and Singapore. They sell products under two product categories: Hammers and Compactors. Here’s how they set up advanced account forecasting.

- Dimensions: Location and Product Category
- Measures: Order Revenue, Order Quantity, and Adjusted Order Revenue
- Period frequency: Monthly
- Start date: January 1, 2022
- End date: December 31, 2022

The forecast for their partner account, Acme, has twelve monthly periods starting from January 1, 2022 and ending on December 31, 2022. The forecast has 48 forecast fact records (12 periods \* 2 locations \* 2 product categories).

A partner at Acme asks the account manager to anticipate more demand for hammers in New York. The account manager wants to increase Acme’s order quantity for the Hammer product category sold in the New York location by 10% across all periods. To update this data, the account manager creates a list view called _Hammers New York 2022_ on the Advanced Account Forecast Fact object with these filters.

- Location equals New York
- Product Category equals Hammers

To update the forecast, the account manager opens the relevant Advanced Account Forecast Set Partner record and selects these values for the mass update action.

- Measure: Adjusted Order Quantity
- List view: Hammers New York 2022
- Action: Increase By
- Value: 10
- Use as percentage: Selected

When the mass update is completed, the account manager gets a notification and can view the updated values in the forecast grid.

You receive an in-app notification and an email alert when the mass update process is complete or when it fails. If the process fails, rerun the process or contact your Salesforce admin. The ![Change in Value icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-manufacturing-264-0-0-production-enus/71a7997a-6330-43f9-81ad-0e7c8f13997c/manufacturing/images/change-icon.png) icon in a cell indicates that the cell has an updated value.

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

Note The edited cell shows the latest value. To see what changed, click the ![Change in Value icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-manufacturing-264-0-0-production-enus/71a7997a-6330-43f9-81ad-0e7c8f13997c/manufacturing/images/change-icon.png) icon in the cell. The adjustment details show the previous value along with the adjustment note.