Give your manager rich context for your forecast submissions so you can save time and
prepare for forecast cadence calls.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Agentforce
for Sales add-on and in Agentforce 1 Edition. |
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On the Forecasts page, click
for the forecast period that you want to submit.
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In the Submission window, click Write with AI.
The agent generates a high-level summary of changes to high-value deals in the
last week, including stage, amount, and date changes.
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Review the generated submission notes, and edit the notes if necessary.
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Click Submit Forecast.
