---
schema_version: "1"
id: a0c8566e8e6be21348577e075417403d1fa068a01177dc05f277e057821b8f3b
title: Generate a Forecast Submission Note
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasting_agent_generate_submission_notes.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasting_agent_generate_submission_notes.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ed0b396c96b603e0fbd3f8b840e456ba1587c6b96b53e2f4f6e744984ee209a8
description: Give your manager rich context for your forecast submissions so you can save time and prepare for forecast cadence calls.
products:
  - Sales Cloud
release: "264"
---
# Generate a Forecast Submission Note

Give your manager rich context for your forecast submissions so you can save time and prepare for forecast cadence calls.

### 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> and <strong>Unlimited</strong> Editions with Agentforce for Sales add-on and in Agentforce 1 Edition.</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/images/icon_note.png)

Note Make sure that forecast submissions are allowed.

1. On the Forecasts page, click ![Submit Forecast](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/forecasts3/forecasts3_submissions_icon1.png) for the forecast period that you want to submit.
2. 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.
3. Review the generated submission notes, and edit the notes if necessary.
4. Click **Submit Forecast**.

#### See Also

- [Allow Pipeline Forecast Submissions](https://help.salesforce.com/s/articleView?id=sales.forecasts3_submissions_setup.htm;type=5&language=en_US)