You can view the data volume used and number of times certain operations have run for account forecasts in your Salesforce org. Compare this usage with the defined limits by checking the percentage of the limit used. You can ensure optimal performance of your Salesforce org by reviewing these details periodically.
Required Editions
There’s a newer version of forecasting available called Advanced Account Forecasting. To learn about how the features are different, review this comparison. For new implementations, use Advanced Account Forecasting. For existing implementations, plan your migration.
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
To view the limits and usage, on the Account Forecasting page in Setup, expand the Account Forecasts Limits and Use section. This section shows three values associated with the Account Product Period Forecast object, and the recalculation and regeneration of all account forecasts in your Salesforce org.
Review what the values mean.
| Type | Percentage of Limit Used | Value of Current Use | Limit |
|---|---|---|---|
| Account Product Period Forecast Records | The percentage of limit used by the Account Product Period Forecast object records. | The number of existing Account Product Period Forecast object records. | The maximum limit defined for the Account Product Period Forecast object records. |
| Number of Account Forecast Recalculations | The percentage of limit used by the recalculation of all account forecasts. | The number of times all the account forecasts have been recalculated. | The maximum number of times all the account forecasts can be recalculated. |
| Number of Account Forecast Regenerations | The percentage of limit used by the regeneration of all account forecasts. | The number of times all the account forecasts have been regenerated. | The maximum number of times all the account forecasts can be regenerated. |
- The number of account product period forecast records, account forecast recalculations, and account forecast regenerations vary by Salesforce org. To get your forecasting limits increased, contact Salesforce Customer Support.
- The maximum limit defined for the Account Product Period Forecast object records is 9 million. If the Account Product Period Forecast Record limit in your org is reached, new products aren’t added when recalculating a single account forecast or recalculating all account forecasts. In addition, you can't add new products to forecasts.
- The number of account forecast recalculations and regenerations increases by 1 only when that operation succeeds. If the operation fails, the number remains the same.
- If the Account Product Period Forecast Record limit in your org is reached, new products aren’t added when recalculating a single account forecast or recalculating all account forecasts. In addition, you can't add new products to forecasts.
- You can click the refresh icon next to Account Product Period Forecast Records anytime to refresh the values in this row.