--- schema_version: "1" id: df5f0d4c160591b500ef73c7235bbfe29dcdfd1d4f967ce0d3455a98b80db709 title: ForecastingAdjustment collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/object_reference/sforce_api_objects_forecastingadjustment.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_forecastingadjustment.htm source_site: developer.salesforce.com content_type: documentation content_hash: 7101b69b026dfa7028fadc0a844e531ad7161c64b6e5e42aad043bfaa1eec600 description: This object represents an individual forecast manager’s adjustment for a subordinate’s or child territory’s forecast via a ForecastingItem. Available in API versions 26.0 and later. This object is different from the ForecastingOwnerAdjustment object, which represents forecast users’ adjustments of their own forecasts, including territory forecasts they own. --- # ForecastingAdjustment This object represents an individual forecast manager’s adjustment for a subordinate’s or child territory’s forecast via a ForecastingItem. Available in API versions 26.0 and later. This object is different from the ForecastingOwnerAdjustment object, which represents forecast users’ adjustments of their _own_ forecasts, including territory forecasts they own. ## Supported Calls create(), delete(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), update(), upsert() ## Special Access Rules As of Spring ’20 and later, only standard users with the View All Forecasts or Allow Forecasting permission or delegated forecast manager status can access this object. ## Fields | Field Name | Details | | --- | --- | | AdjustedAmount | Type double Properties Create, Filter, Sort, Update Description The revenue amount of an individual forecast item, after an adjustment. | | AdjustedQuantity | Type double Properties Create, Filter, Sort, Update Description The quantity amount of an individual forecast item, after an adjustment. This field is available in API version 28.0 and later. | | AdjustmentNote | Type textarea Properties Create, Filter, Group, Nillable, Sort, Update Description A text note providing information about the adjustment. The maximum length is 255 characters. This field doesn’t appear in reports. | | CurrencyIsoCode | Type picklist Properties Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update Description The currency code of the adjustment. If omitted, the default is the user’s personal currency. | | ForecastCategoryName | Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort Description The category within the sales cycle that an opportunity is assigned to based on its opportunity stage. The standard forecast categories are Pipeline, Best Case, Commit, Omitted, and Closed. You can add a Most Likely category and can customize forecast category names in single category rollups. The forecast categories display information for that specific category; for example, Best Case only reflects amounts in the Best Case category. | | ForecastingGroupItemId | Type reference Properties Create, Filter, Group, Nillable, Sort Description If a forecast group is assigned to the forecast type, the ID of the group value that the manager adjustment belongs to. This field is a relationship field. Available in API version 60.0 and later. Relationship Name ForecastingGroupItem Relationship Type Lookup Refers To ForecastingGroupItem | | ForecastingItemCategory | Type picklist Properties Create, Filter, Group, Sort Description The category the forecast belongs to. For individual forecast category rollups, the possible values are: - PipelineOnly—Rollup from Pipeline opportunities only. - BestCaseOnly—Rollup from Best Case opportunities only. The value in this category is adjustable. - MostLikelyOnly—Rollup from Most Likely opportunities only. The value in this category is adjustable. - CommitOnly—Rollup from Commit opportunities only. The value in this category is adjustable. For cumulative forecast rollups, the possible values are: - OpenPipeline—Rollup from Pipeline, Best Case, Most Likely, and Commit opportunities. - BestCaseForecast—Rollup from Best Case, Most Likely, Commit, and Closed opportunities. The value in this category is adjustable. - MostLikelyForecast—Rollup from Most Likely, Commit, and Closed opportunities. The value in this category is adjustable. - CommitForecast—Rollup from Commit and Closed opportunities. The value in this category is adjustable. For either cumulative or individual forecast category rollups, the possible values are: - ClosedOnly —Rollup from Closed opportunities only. | | ForecastingItemId | Type reference Properties Filter, Group, Sort Description The ID of the related ForecastingItem. | | ForecastingTypeId | Type reference Properties Create, Filter, Group, Sort Description The ID of the related ForecastingType. | | IsAmount | Type boolean Properties Defaulted on create, Filter, Group, Sort Description If true, then the adjustment is made in a revenue amount. If false, then IsQuantity must be true. This field is available in API version 28.0 and later. | | IsQuantity | Type boolean Properties Defaulted on create, Filter, Group, Sort Description If true, then the adjustment is made in a quantity amount. If false, then IsAmount must be true. This field is available in API version 28.0 and later. | | OwnerId | Type reference Properties Create,Defaulted on create, Filter, Group, Sort Description The ID of the forecast owner. | | PeriodId | Type reference Properties Filter, Group, Nillable, Sort Description Period ID for the adjustment. Read only. | | ProductFamily | Type picklist Properties Create, Filter, Group, Nillable, Sort Description The Product Family for the adjustment. Read only. This field is available in API version 29.0 and later. | | StartDate | Type date Properties Create, Filter, Group, Sort Description The start of the adjustment, expressed as month and year. The date can include any day in a given month. Stored using the first date of the month. | | Territory2Id | Type reference Properties Create, Filter, Group, Nillable, Sort Description The ID of the territory to forecast on. Available in API version 43.0 and later. | ## Usage Use this object to obtain a manager’s adjustment detail for a specified ForecastingItem. The ForecastingAdjustment object is visible to all users, but only forecast managers and users above them in the forecast hierarchy can read or write ForecastingAdjustment records. ![Note](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/images/icon_note.png) #### Note Beginning with API version 30.0, organizations can have more than one forecasting type enabled. The ForecastingQuota, ForecastingAdjustment, ForecastingOwnerAdjustment, ForecastingItem, and ForecastingFact objects can all have records with different ForecastingTypeId values. Use the ForecastingType object to determine the ID for each forecast type and then filter ForecastingQuota, ForecastingAdjustment, ForecastingItem, or ForecastingFact records as necessary. The ForecastingItemCategory field differs from the ForecastCategoryName field. - The ForecastCategoryName field represents the forecast category of the _underlying opportunities_ rolling up to forecast amounts. In organizations using cumulative forecast rollups, the ForecastCategoryName field can be null because the cumulative forecast amounts include opportunities from multiple forecast categories. - The new ForecastingItemCategory field represents the _type of rollup_ a forecast amount or adjustment is from. In organizations using individual forecast category columns, it contains the individual forecast rollup categories. In organizations using cumulative forecast rollups, it contains the cumulative rollup categories. When inserting manager adjustments, the values you insert for ForecastCategoryName and ForecastingItemCategory must be compatible with each other. In organizations using cumulative forecast rollups, the ForecastCategoryName is nillable. The following pairs are valid. For individual forecast category rollups: - ForecastCategoryName: BestCase, ForecastingItemCategory: BestCaseOnly - ForecastCategoryName: MostLikely, ForecastingItemCategory: MostLikelyOnly - ForecastCategoryName: Commit, ForecastingItemCategory: CommitOnly For cumulative forecast category rollups: - ForecastCategoryName: null, ForecastingItemCategory: BestCaseForecast - ForecastCategoryName: null, ForecastingItemCategory: MostLikelyForecast - ForecastCategoryName: null, ForecastingItemCategory: CommitForecast #### See Also - [ForecastingFact](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_forecastingfact.htm "This object is read-only and links a ForecastingItem with its opportunities, such as opportunities that share the same owner or forecast category and have a closing date within the period of the forecasting item. Available in API versions 26 and greater.") - [ForecastingItem](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_forecastingitem.htm "This object is read-only used for individual forecast amounts. Users see amounts based on their perspectives and forecast roles. The amounts users see include one of these values when forecasting in revenue: AmountWithoutAdjustments, AmountWithoutManagerAdjustment, ForecastAmount, OwnerOnlyAmount. The amounts users see include one of these values when forecasting in quantity: QuantityWithoutAdjustments, QuantityWithoutManagerAdjustment, ForecastQuantity, OwnerOnlyQuantity. Available in API version 26.0 and later.") - [ForecastingQuota](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_forecastingquota.htm "This object represents an individual user’s or territory’s quota for a specified time period. The Managed Quotas user permission is required for creating, updating, or deleting quotas. (Users can only edit their subordinates’ or child territories’ quotas, not their own.) The View All Forecasts permission is required to view any user's forecast, regardless of the forecast hierarchy. Available in API versions 25.0 and later. Forecast managers can view the forecasts of subordinates and territories below them in the forecast hierarchy.")