--- schema_version: "1" id: 6feead7cc3006928ba26f0d36617866dba37660230b58fe5fca4d1ff36171f92 title: AdvAccountForecastSet collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/api_meta/meta_advaccountforecastset.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_advaccountforecastset.htm source_site: developer.salesforce.com content_type: documentation content_hash: 1f6d001821e7fad985db1ffb65c5cf60ab857f0e3fe4fd52e2365a8db559283b description: Represents the forecast sets that define the forecast configurations for each business unit or different groups of accounts. With separate forecast sets at account or business unit level, you can focus on account-specific data and manage configuration updates for one business unit without impacting any other business unit’s data. --- # AdvAccountForecastSet Represents the forecast sets that define the forecast configurations for each business unit or different groups of accounts. With separate forecast sets at account or business unit level, you can focus on account-specific data and manage configuration updates for one business unit without impacting any other business unit’s data. ## Parent Type This type extends the [Metadata](https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/metadata.htm "The base class for all metadata types. You can’t edit this object. A component is an instance of a metadata type.") metadata type and inherits its fullName field. ## File Suffix and Directory Location AdvAccountForecastSet components have the suffix .advAccountForecastSet and are stored in the AdvAccountForecastSet folder. ## Version AdvAccountForecastSet components are available in API version 53.0 and later. ## Special Access Rules The advanced account forecasting feature setting for Manufacturing Cloud is required to create an advanced account forecast set. ## Fields | Field Name | Description | | --- | --- | | accountFieldName | Field Type string Description The field name for the account in the advanced account forecast fact record. | | calculationFrequency | Field Type AdvAcctFcstCalcFrequency (enumeration of type string) Description The frequency at which the forecast set is recalculated automatically. Possible values are: - Monthly - Quarterly - Weekly - Yearly The default value is Monthly. | | description | Field Type string Description The description of the advanced account forecast set record. | | dimensions | Field Type [AdvAcctForecastDimension\[\]](#AdvAcctForecastDimension) Description The dimensions selected for an advanced account forecast set to categorize the forecast data. | | displayGroups | Field Type [AdvAcctFrcstDisplayGroup\[\]](#AdvAcctFrcstDisplayGroup) Description The information about the groups for the advanced account forecast set measures or dimensions. | | forecastAdjPeriods | Field Type [AdvAcctForecastAdjPeriod\[\]](#AdvAcctForecastAdjPeriod) Description The details about the adjustment period of the advanced account forecast values. | | forecastFactObjectName | Field Type string Description Required. The API name of the object that contains the advanced forecast fact records. | | forecastFormulas | Field Type [AdvAccountForecastFormula\[\]](#AdvAccountForecastFormula) Description The formulas based on which forecast values are calculated. | | forecastPeriodGroupName | Field Type string Description Required. The name of the advanced account forecast period group record. | | forecastQuantityFieldName | Field Type string Description The field name for the forecast quantity in the advanced account forecast fact record. | | forecastRevenueFieldName | Field Type string Description The field name for the forecast revenue in the advanced account forecast record. | | forecastSetFieldName | Field Type string Description The field name for the Forecast Set ID in the advanced account forecast fact record. | | forecastSetName | Field Type string Description Required. The name of the advanced account forecast set record. | | forecastStatusFieldName | Field Type string Description The field name for the status in the advanced account forecast fact record. | | generationDpeDefName | Field Type string Description The name of the data processing engine (DPE) definition that’s used to generate advanced account forecast fact records. | | measureDefinitions | Field Type [AdvAcctForecastMeasureDef\[\]](#AdvAcctForecastMeasureDef) Description The measures to display in the advanced account forecasts grid for the forecast set. | | periodFieldName | Field Type string Description The field name for the period in the advanced account forecast fact record. | | recalculateDpeDefName | Field Type string Description The name of the data processing engine definition that’s used to recalculate the advanced account forecast fact records. | | regenerationDpeDefName | Field Type string Description The name of the data processing engine definition that’s used to regenerate the advanced account forecast fact records. | | rolloverDpeDefName | Field Type string Description The data processing engine definition that’s used to generate the rollover advanced account forecast fact records. | | rolloverFrequency | Field Type AdvAcctFcstCalcFrequency (enumeration of type string) Description The frequency of rollover of the advanced account forecast records. Possible values are: - Monthly - Quarterly - Weekly - Yearly The default value is Monthly. | | status | Field Type AdvAccForecastSetStatus (enumeration of type string) Description Required. The status of the advanced account forecast set. Possible values are: - Active - Inactive | ## AdvAccountForecastFormula Represents the formulas that are used to calculate forecast values in real time after applying the DPE calculations. For example, processing forecast rollover for all accounts at the start of a month. | Field Name | Description | | --- | --- | | endPeriod | Field Type int Description Required. The period until when the forecast formula is applicable. | | formulaExpression | Field Type string Description Required. The formula based on which forecast values are calculated. | | formulaType | Field Type AdvAcctFcstFormulaType (enumeration of type string) Description Required. Specifies the calculation type for the formula. Possible values are: - QUANTITY - REVENUE The default value is QUANTITY. | | startPeriod | Field Type int Description Required. The period from when the forecast formula is applicable. | ## AdvAcctForecastAdjPeriod Represents details about the adjustment period of the advanced account forecast values. | Field Name | Description | | --- | --- | | adjustmentDayCount | Field Type int Description Required. The number of days during which you can make forecast adjustments. | | frequency | Field Type PeriodTypes (enumeration of type string) Description Required. The frequency that’s applicable to make any forecast adjustments. Possible values are: - Month - Quarter - Week - Year The default value is Month. | | profileName | Field Type string Description The name of the profile with which you can adjust the forecast set. | | startDay | Field Type int Description Required. The start date for forecast adjustments. | ## AdvAcctForecastDimension Represents the dimensions selected for an advanced account forecast set to categorize the data. For example, a business unit requires forecast data for each account aggregated by product and ship-from location. | Field Name | Description | | --- | --- | | advAcctForecastDimName | Field Type string Description Required. The name of the advanced account forecast dimension. | | dimensionFieldName | Field Type string Description Required. The API name of the field for the dimension in the custom object that contains the generated advanced account forecast records. | | dimensionSourceName | Field Type string Description The name of the dimension source associated with the advanced account forecast set dimension record. | | hierarchySequenceNumber | Field Type int Description Required. The sequence number of the dimension source associated with the forecast set. | ## AdvAcctForecastMeasureDef Represents information about the measures to display in the advanced account forecasts grid for the forecast set. | Field Name | Description | | --- | --- | | advAcctForecastMeasureDefName | Field Type string Description Required. The name of the definition for the advanced account forecast measure. | | aggregationType | Field Type AdvAcctFcstAggregationType (enumeration of type string) Description Required. The type of aggregation that’s used for calculating the advanced account forecast values. Possible values are: - AVERAGE - MAXIMUM - MINIMUM - SUM The default value is SUM. | | computationMethod | Field Type AdvAcctFcstComputationMethod (enumeration of type string) Description Required. The method that’s used for calculating the advanced account forecast values. Values are: - CUSTOM - DATA\_PROCESSING\_ENGINE\_DEFINITION - FORMULA The default value is DATA\_PROCESSING\_ENGINE\_DEFINITION. | | forecastDataMeasureName | Field Type string Description Required. The field of the facts object used for the advanced account forecast measure. | | forecastMeasureName | Field Type string Description Required. The name for the advanced account forecast measure to show on UI. | | forecastMeasureType | Field Type AdvAcctFcstMeasureType (enumeration of type string) Description Required. The measure type that’s used for the generated advanced forecast values. Possible values are: - QUANTITY - REVENUE The default value is QUANTITY. | | isAdjustmentTracked | Field Type boolean Description Indicates whether the adjustments made to the advanced account forecast values for this metric are tracked (true) or not (false). | ## AdvAcctFrcstDisplayGroup Represents information about the groups for the advanced account forecast set measures or dimensions. | Field Name | Description | | --- | --- | | advAcctFrcstDisplayGroupName | Field Type string Description Required. The name of the advanced account forecast display group. | | displayGroupItems | Field Type [AdvAcctFrcstDplyGroupItem\[\]](#AdvAcctFrcstDplyGroupItem) Description The items associated with a display group for an advanced account forecast set. | | displayGroupType | Field Type AdvAcctFrcstDisplayGroupType (enumeration of type string) Description The category of the display group. Possible value is: - MEASURE | | isDefault | Field Type boolean Description Indicates whether the display group is the default group (true) or not (false). | | userProfileName | Field Type string Description The name of the profile for which the display group is applicable. | ## AdvAcctFrcstDplyGroupItem Represents information about the items associated with a display group for an advanced account forecast set. | Field Name | Description | | --- | --- | | advAcctFrcstDplyGroupItemName | Field Type string Description Required. The name of the advanced account forecast display group that’s associated with the group item. | | displayOrder | Field Type int Description Required. The display order of the display group item. | | measureReferenceName | Field Type string Description The ID of the measure associated with the display group item. | ## Declarative Metadata Sample Definition The following is an example of an AdvAccountForecastSet component. Quarterly 5 Quarter 1 12 6 2 QUANTITY PeriodGroup1 Account Period ForecastedQuantity ForecastedRevenue AdvAccountForecastFact AdvAcctForecastSetPartner Monthly Status sample forecast set Inactive Forecast Set 1 Account DimSource1 1 DimensionName MeasureName Sample Def Name true Samplemeasure name MINIMUM DATA\_PROCESSING\_ENGINE\_DEFINITION QUANTITY Sample Measure Group MEASURE false Sample Quantity Sample Def Name 1 The following is an example package.xml that references the previous definition. \* AdvAccountForecastSet 68.0 ## Wildcard Support in the Manifest File This metadata type supports the wildcard character \* (asterisk) in the package.xml manifest file. For information about using the manifest file, see [Deploying and Retrieving Metadata with the Zip File](https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/file_based_zip_file.htm "The deploy() and retrieve() calls are used to deploy and retrieve a .zip file. Within the .zip file is a project manifest (package.xml) that lists what to retrieve or deploy, and one or more XML components that are organized into folders.").