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Salesforce ForecastFAQ Cheatsheet

Salesforce ForecastFAQ Cheatsheet

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CUSTOMIZABLE FORECASTING FAQ

Note Customizable Forecasting is scheduled for retirement for all customers as of Summer After the feature is retired users
cant access the Customizable Forecasting feature and its underlying data We encourage you to migrate to Collaborative Forecasts
For more information see Customizable Forecasting Will Be Retired in the Summer Release The following information applies
to Customizable Forecasting and not Collaborative Forecasts

Forecast Hierarchy

If the CEO is at the top of my forecast hierarchy how do I get forecasts to roll up to that role

Assign a single forecast manager to each management role in your forecast hierarchy On the forecast hierarchy page the names
of forecast managers display in blue
What happens when a management role has no forecast manager
Forecasts of subordinates will not roll up through that management role For example consider the forecast hierarchy below

In this example because Director East is a nonforecasting role the forecasts of users in the Manager New York role do not roll up

to the VP

What happens if I have another user besides Colin Jones the Director West role

The forecasts of both users in the Director West role roll up to the VP However the forecasts of users in subordinate roles only roll

up to Colin Jones because he is the forecast manager

Should I explicitly make the only user in a manager role the forecast manager before enabling customizable forecasting

No 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

If I create a new manager role with just one user after enabling customizable forecasting do I have to make that user the

forecast manager for that role in my forecast hierarchy
Yes

Last updated February

Customizable Forecasting FAQ

Permissions

If I have two users in a management role what is the best way to change the forecasting manager for that role

If Director West has two users Colin Jones and Brandon Williams and the forecast manager is Colin but you want to change it to
Brandon you should assign Brandon as the forecast manager in the Director West role This retains the opportunity forecast overrides
created by users above the Director West role Do not remove the Allow Forecasting option from Colin before making
Brandon the forecast manager for that role or all users above him in the forecast hierarchy will lose their overrides because the
forecast manager is not enabled for forecasting
Can peers such as opportunity team members or users that share readwrite permission on opportunities see opportunity
forecasts or forecast rollups of peers
No Opportunity sharing and opportunity access does not reveal forecast data Access to forecast data is determined by the roles of
forecastenabled users and their positions in the forecast hierarchy
Can peers such as opportunity team members or users that share readwrite permission on opportunities see forecast
information in reports
No Although users may see opportunity data based on your sharing settings users only see their own forecast data in reports
What does the Assign Manager link on the forecast hierarchy page do
Allows you to assign a single user as the forecast manager in that role Forecasts of users below that user in the forecast hierarchy
roll up to this forecast manager

I want to change a subordinates role to that of his or her manager What will happen to the opportunity overrides

Opportunity overrides created by a forecast manager are lost Opportunity overrides created by the subordinate remain

Our reps own opportunities that are overridden by managers above them in the forecast hierarchy What happens if I remove

the role of a rep
All opportunity overrides are deleted

Permissions
When is the Allow Forecasting setting given to all users
When Salesforce activates customizable forecasting all users get the Allow Forecasting setting
What does the Override Forecasts permission control
The Override Forecasts permission allows users to make forecast overrides It does not control opportunity forecast overrides
If users do not have the Allow Forecasting setting do their opportunities show up in a forecast
No Users must have the Allow Forecasting setting to use customizable forecasts
Do opportunities owned by inactive users show up in a forecast
Yes Deactivated users although they can no longer log in to the service continue to own opportunities and appear in forecasts
Their overrides are frozen and rollup amounts will be kept current
Is it safe to give the View All Forecasts permission to all users
No Users with the View All Forecasts permission can see all forecast data of any user in your organization We recommend that
you do not give this access to all users

Quotas
What happens to quotas when fiscal year settings are changed
You lose all quotas when changing fiscal year settings
Salesforce totals the quotas for the three months that make a quarter when changing from monthly to quarterly
You lose all product family quotas when changing forecast period

Customizable Forecasting FAQ

Opportunities

What happens to quotas when changing forecast type settings from Use Overall Forecast to Use Product
Families
Your existing quota settings remain your quotas for the None product family The quotas for other product families will be blank

If I am a manager and do not have the Edit Personal Quota permission can I set quotas for my subordinates

Yes Managers can always set quotas for subordinates regardless of their permissions
Who can set quotas for a user
Your system administrator and any user with the Manage Users permission and the Allow Forecasting setting can
set quotas for any user
The user can set his or her quota if she or he has the Edit Personal Quota permission
Any manager above the user in the forecast hierarchy can set his or her quota

When I enable customizable forecasting do my old quotas get transferred

Yes if you enable customizable forecasting with Opportunity Close Date set for Forecast Date and Use Overall Forecast
set for Forecast Type

Opportunities
When does the Opportunity Forecast related list show up
Users that have the Allow Forecasting setting see the Opportunity Forecasts related list on opportunities they own or
opportunities their subordinates own Note that a system administrator must add this related list to the appropriate page layouts
first

What happens to my overrides when I transfer an opportunity to my manager

Any overrides that your manager made are deleted The overrides you made remain

If I am the opportunity owner what fields can I change when overriding the opportunity

Forecast Category and Opportunity Close Date
Why is the Forecast Category picklist only available on some opportunity edit pages
It is only available on opportunities you own

Product Families
My forecast settings are set to use Product Date and Use Product Families and Ive made forecast overrides while selecting

None for product family What happens to my overrides if I change my settings to Use Overall Forecast

Forecast overrides made while selecting None for product family remain Overrides made for a specific product family are deleted
My forecast settings are set to use Opportunity Close Date and Use Overall Forecast and Ive made forecast overrides

What happens to my overrides if I change my settings to Use Product Family

Forecast overrides remain and are classified in the None option for product family

What happens if I remove a product family

The opportunity products that belong to that product family display when you choose the None family

Setting Up Customizable Forecasts

What happens to my overrides when I enable customizable forecasts

Your Forecast Category overrides on opportunities are retained

Can I still create forecasts by clicking New Forecast after Ive enabled customizable forecasting

No The New Forecasts link does not exist after you enable customizable forecasting

Customizable Forecasting FAQ

Overrides

If I enable customizable forecasting can I disable it and use the original Forecasts tab

No

Overrides

I am a manager with direct reports and no others below them Why dont I have all the options available to me in the forecast

override popup
Options in this popup are only available when they apply For example the second option your direct reports forecast without
overrides but including overrides of his or her subordinates does not apply since your direct reports are at the bottom of the forecast
hierarchy

What happens to my opportunity amount overrides if I change my settings from Opportunity Close Date to Schedule

Date
Opportunity amount overrides are deleted

What happens to opportunity overrides if I change the opportunity Stage mappings to a different forecast category

The opportunity category override remains the same

Reports

What shows up in reports if I have not viewed my forecasts for a period or set a quota for a period

Reports will contain no data

Multiple Currencies
What currency is used in the forecast summary view
It is the currency in your quota If no quota is set it uses the users personal currency

What happens if I view my forecast but then change my currency

The currency of the viewed forecast stays the same Forecasts always display in the currency of the quota
If my currency conversion rate changes will forecasts automatically recalculate
Yes Forecast data is recalculated using the new conversion rate However submitted forecast data is not recalculated since it is a
snapshot of the calculations at the time of submission

Territories
How do my forecasts change if my organization uses territory management
If territory management is enabled for your organization the role hierarchy no longer has any impact on forecasts With territory
management forecasts are based on opportunities in the territory hierarchy For more information see What is Territory Management
in the Salesforce online help
Note The original territory management feature is scheduled for retirement for all customers as of Summer After the
feature is retired users cant access the original territory management feature and its underlying data We encourage you to
migrate to Enterprise Territory Management For more information see The Original Territory Management Module Will Be
Retired in the Summer Release The information in this topic applies to the original Territory Management feature only
and not to Enterprise Territory Management

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