Give Users Access to Consumption Forecasting

Give your users access to the Consumption Forecasting feature by assigning a permission set license and permission set to them. With this license, users can view and interact with consumption-based forecast types.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, with Sales and in Agentforce 1 Sales Edition
  1. From Setup, in the Quick Find box, find and select Users.
  2. Click the user that you want to assign the permission set to, and then click Edit.
  3. Enable Allow Forecasting and click Save.
  4. In the Permission Set License Assignments related list, select Edit Assignments.
  5. Enable Salesforce Forecasting and click Save.
  6. In the Permission Set Assignments related list, select Edit Assignments and then add Forecast on Any Business Model.
  7. Save your changes.