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            Sales | Get Forecast Guidance

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            Sales | Get Forecast Guidance

            Gathers information about how a sales rep is tracking toward meeting their Committed and Most Likely quota for the current forecast period. The output includes the seller’s forecast amount, a list of any deals at risk, and why they’re considered at risk.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
            User Permissions Needed  
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name GetForecastGuidance
            Reference Action Type Standard Action
            Does this action execute one or more prompt templates? No
            Required Setup If you haven’t set up Salesforce Forecasting, see Set Up Salesforce Forecasting.

            Considerations

            • The user interacting with this action can view forecast guidance information only for users they have access to in their forecast hierarchy.
            • Outputs can vary depending on how forecating is set up.
            • This action works only for Opportunity Revenue forecast types with these properties.
              • Measure: Opportunity Amount
              • Date: Opportunity Close Date
              • Hierarchy: User
              • Product Family: None
            • The last viewed forecast type dictates the action’s output.
            • This action provides information only for the current period.
             
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