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Give Users Access to Forecasts

Give all users who review and interact with forecasts user permission to access the forecast features and access to the Forecasts tab.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales
User Permissions Needed
To enable forecasts users:

Manage Users

AND

Customize Application
To add a tab to an app: Customize Application
To manage user profiles: Manage Profiles and Permission Sets

Assign the Allow Forecasting Permission to Forecast Users

By assigning permission to individual users, you retain granular control over access even if multiple groups use the same profile. For example, if you have an Accounts Payable clerk and a sales manager assigned to the Standard User profile, you probably want to give forecasting ability to the sales manager but not to the clerk.

Assigning users to a role in the forecast hierarchy also assigns the Allow Forecasting permission. You can assign the permission to individual users via their user record.

  1. From Setup, in the Quick Find box, enter Users, and then select Users.
  2. For each user that you want to enable, click Edit.
  3. Under General Information, select Allow Forecasting.
  4. Save your changes.

Enabled users are listed in your forecast hierarchy. When you configure your role-based forecast hierarchy, you can enable more users or disable users.

Note
Note Users need the View Roles and Role Hierarchy permission to access role-based forecasts in Lightning Experience. This permission is assigned to all forecast users by default. The View Roles and Role Hierarchy permission is enabled for all Standard user types (full CRM license with user type S) and standard and custom profiles. You can also enable the permission for Power Customer Success (type C) and Power Portal User (type P) users. In addition, enabling the following user permissions automatically enables View Roles and Role Hierarchy.
  • View Setup and Configuration
  • View All Forecasts
  • Override Forecasts
  • Delegated External Portal User

Add a Forecasts Tab

Ensure that each user who has permission to use forecasts also has access to the Forecasts tab, which contains the forecast details.

  1. To add the Forecasts Tab to a Lightning App, from Setup, in Lightning Experience, in the Quick Find box, enter App Manager, select App Manager, and then click the Edit quick action for your Lightning app. Then click Navigation Items.
    In Salesforce Classic, click + and then Customize My Tabs.
  2. Move Forecasts from the Available column to the Selected column.
  3. Save your changes.

You can also add the Forecasts tab by setting it to Default On in each user profile.

See Also