How to enable collaborative forecasting in salesforce


Enable Collaborative Forecasting

  • Have a System Administrator log a Case with Salesforce Support. An org permission named Forecasting 3 needs to be…
  • Ensure you include all information relevant to the request.
  • Support will review the request and action it as needed.
  • You may receive a request from Support asking to verify additional details.

Set up Salesforce so that your sales team can use Collaborative Forecasts.

Enable Users in Collaborative Forecasts
  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.


How to effectively use the forecast function in Salesforce?

Consider all the criteria that affect your sales forecasts:

  • Trends — trends that affect your products can increase or decrease the potential for your sales.
  • Competition – your competitor’s actions have a direct effect on your sales, unfortunately! …
  • Future payments – When a customer will make payments over a period of time for a completed sale. …

More items…

How to implement Salesforce successfully?

  • Prioritize data hygiene. Your business may need to clean up and standardize existing data to improve its quality and resolve or prevent duplicate data. …
  • Integrate your data. Next, your organization will need to connect all existing Salesforce apps to Customer 360. …
  • Get a 360-degree view of your customers. …

How good is Salesforce?

“Salesforce has done a fantastic job providing training material through its Trailhead, Pathfinder, and Talent Alliance programs. But too few job seekers are taking advantage of this training and even fewer employers are hiring new Salesforce developers or administrators without relevant work experience.

How to enable Salesforce CRM content in Salesforce?

The profile of the user doing the sync should have the following permissions enabled:

  • Manage Salesforce CRM Content
  • Create Libraries
  • Manage Content Permissions
  • Manage Content Properties
  • Manage Content Types and
  • Deliver Uploaded Files and Personal Content

What is collaborative forecasting Salesforce?

Predict and plan the sales cycle from pipeline to closed sales, and manage sales expectations throughout your sales organization with Collaborative Forecasts. A forecast is an expression of expected sales revenue based on the gross rollup of a set of opportunities.

How do I enable customizable forecasting in Salesforce?

Enabling Customizable ForecastingGo to “Setup” and look for the “Quick Find” box.Enter “Forecasts Hierarchy” then select it.You should see an option to “Enable Customizable Forecasting.”Click on it. … Select your preferred “User Permissions” setting. … Click “Save.”

What are collaborative forecasts?

Collaborative forecasting or forecast collaboration makes use of available information and latest technology to force a shift from independent, forecasted demand to dependent, predictable demand. This essentially implies real-time information sharing about demand among supply chain partners.

What is the difference between customizable and collaborative forecasting?

Customizable Forecasts rolls up multiple forecasting categories into a single category while Collaborative Forecasts does not. For example, do you consider your Commit category to be all Opportunities that are almost closed plus those that are closed, or is it only those that are almost closed?

What is customizable forecasting in Salesforce?

When you enable customizable forecasting, Salesforce automatically assigns a user as the forecast manager if he or she is the only user in that role. After enabling customizable forecasting, select one user as the forecast manager for roles that have multiple users.

How do I create a forecast in Salesforce?

Create a forecast type.From Setup, in the Quick Find box, enter Forecast Settings , and then select Forecast Settings.Click Create a Forecast Type. … Click Start.Select the object on which to base the forecast type, and then click Next.More items…

Where in setup can you enable Forecast users?

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

How do I set up a forecast manager in Salesforce?

Click View Hierarchy next to your active territory model. Click Edit next to the territory you want to assign a forecast manager. In the Forecast Manager field, enter the user you want to assign as the forecast manager. Save your changes.

How do I change the forecast in Salesforce?

Adjust Forecasts in Collaborative ForecastsComplete one of the sub-steps. In the desktop site, hover over the forecast that you want to adjust, and then click . … Enter your adjustment.Add a note up to 140 characters about why you made the adjustment.Save your changes.

What is collaborative forecasting in supply chain management?

Collaborative forecasting is a way in which the entire supply chain is a participant in decisions about the demand that will drive their activity. Collaborative forecasting reaches internally and externally to gather information that allows for the best and most timely predictions of demand.

How could collaborative forecasting improve a supply chain?

Improved forecast accuracy and reduced uncertainty have increased the quality of business decisions that are based on the forecast. Collaborating with supply chain partners on one consensus forecast helps to improve this accuracy and reduce uncertainty.

What is CPFR in supply chain management?

Collaborative Planning, Forecasting and Replenishment (CPFR) describes a set of practices in which trading partners plan key supply chain activities to efficiently meet customer demand at the lowest possible cost.

How could Dell use collaborative forecasting with its suppliers to improve its supply chain?

How could Dell use collaborative forecasting with its suppliers to improve its supply chain? Dell uses Collaborative forecasting to collect and reconcile the information from diverse sources inside and outside the company and to come up with a single unified statement of demand.

How to enable collaborative forecasting?

Enable Collaborative Forecasting – From Setup do a quick find of Forecast Settings. Click on Enable forecasts and then click on Add a Forecast Type. 2. From the Forecasts Settings page continue to (1) Select a Forecast Type. Your options are Opportunities or Product Type.

How many types of forecasts can you use in Salesforce?

You can use up to four types of forecasts, depending on your needs. Forecasts can be based on: Also, the benefits of using collaborative forecasts in Lightning are quick actions and wrapped text in the opportunity list that are available features that are not available in Salesforce Classic.

What is forecast category?

A forecast category is a type within the sales cycle to which an opportunity is assigned based on its opportunity stage. The standard forecast categories include: Pipeline. Best Case. Commit.

What is a collaborative forecast?

Using Collaborative Forecasts, sales teams canproject and plan their sales cycles from pipeline to closed sales so that they can manage expectations.

How many forecast types can you have in Salesforce?

You can have up to four forecast types active at a time. This table lists the options for creating forecast types. Depending on how you’veset up Salesforce, not every option is available.

What is forecast hierarchy?

The forecasts hierarchy is a nested, expandable list of forecast users that determines how forecasts roll up within your company andwho can view and adjust them. The role-based forecasts hierarchy is generated from your user role hierarchy and specifies which usersare forecast managers in the role-based forecasts hierarchy. Let’s say that you’ve enabled Collaborative Forecasts for the following users.

Can you enable territory forecasts?

If you use Enterprise Territory Management, you can enable territory forecasts. Territory forecasts are available in Lightning Experiencefor your active territory model only. When territory forecasts are enabled, the forecasts page shows the user the following.

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Quick Overview of Forecasting Features

Switching from one type of forecasting to another may seem like a big change, but don’t panic! Here’s a quick overview of similarities and differences:

Check 1: Forecasting Enabled?

If you are not too sure where to start? I’d say, go to Setup and search for “Forecasts (Customizable)” – if you get results, you will then know that Customizable Forecasting has been enabled.

Check 2: Impacted Users

From here, identify if you have impacted users; you can easily run a standard Users report, to show any users with the ‘Allow Forecasting’ permission set to True.

Step 1: Export Forecasting Report Data

Before contacting Salesforce for the disable/enable do run an Export Forecasting Report Data, as when you migrate: the forecast history, overrides, reports, and sharing data from Customizable Forecasting will be purged. Note that the forecast hierarchy will be retained.

Step 2: Raise a Case

To disable Customizable forecasting and enable instead Collaborative Forecasts, you need to contact Salesforce via a support case.

New to this? Key Benefits of Salesforce Forecasting

For those of you not using Salesforce Forecasting, here are some of the key benefits:


With the news that Salesforce will be that Customizable Forecasting is scheduled for retirement for Summer ’20, we thought it would be wise to point you in the right direction, to switch from Customizable Forecasting to Salesforce Collaborative Forecasting.


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