Help your sales team close quota gaps and accelerate submissions with AI-guided weekly forecasting.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Agentforce for Sales add-on and in Agentforce 1 Edition. |
| User Permissions Needed | |
|---|---|
| To turn on Forecasting Agent: | Customize Application |
Turning on Forecasting Agent turns on showing the Ask Agentforce menu and drafting forecast submission notes and activates Sales Agent.
Before you turn on Forecasting Agent, turn on these features.
- Agentforce: Allows Forecasting Agent to guide your sales team. Forecasts Settings includes a redirection to turn on Agentforce if it isn't turned on.
- Opportunity Score: Allows the agent to identify opportunities under risk or positive deals to focus upon based on a predictive model.
- From Setup, in the Quick Find box, enter and select Forecasts Settings.
- In the Forecasting Agent section, click Edit.
- Turn on Forecasting Agent and click Save.