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Create Custom Fields for Account Product Forecast and Account Product Period Forecast Objects

Create Custom Fields for Account Product Forecast and Account Product Period Forecast Objects

You can create custom fields for the Account Product Forecast and Account Product Period Forecast objects and define a unique mapping for these fields. This mapping creates a metric that you can add to an account forecast. Use these custom metrics to track account forecasts better.

Required Editions

Note
Note

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
User Permissions Needed
To create custom metrics: Customize Application
  1. Add a custom field for Account Product Forecast.
    1. In Object Manager, select Account Product Forecast.
    2. Click Fields & Relationships, then click New.
    3. Select the data type for the custom field and click Next.
    4. Provide the field label.
    5. Provide the required field-level access to your key account managers.
    6. Select the Dynamic Forms-enabled Lightning record pages that should include the field, then click Next.
      If you don’t have any Dynamic Forms-enabled Lightning record pages for the object, this step doesn’t appear.
    7. Add the field to the page layout and click Save.
  2. Add a custom field for Account Product Period Forecast.
    1. In Object Manager, select Account Product Period Forecast.
    2. Click Fields & Relationships, then click New.
    3. Select the data type for the custom field and click Next.
    4. Provide the field label.
    5. Provide the required field-level access to your key account managers.
    6. Select the Dynamic Forms-enabled Lightning record pages that should include the field, then click Next.
      If you don’t have any Dynamic Forms-enabled Lightning record pages for the object, this step doesn’t appear.
    7. Add the field to the page layout and click Save.
    Note
    Note
    • You can create custom fields for currency, number, and percentage field types.
    • You can’t create Roll-Up Summary fields for Account Product Period Forecast.
    • You can update multiple values of a single custom metric for multiple products and periods during the account forecast adjustment window.

See Also