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Get Forecast Context Action
Get forecast context for a specific user. To be used in the Forecast Guidance flow as part of the Get Forecast Guidance standard agent action.
Required Editions
| Available in: Lightning Experience |
| View supported editions. |
In Flow Builder, add an Action element to your flow. In the New Action window, search for Get Forecast Context, and then select Get Forecast Context.
Set Input Values
Use values from earlier in the flow to set the inputs for the action.
| Field | description |
|---|---|
| User ID | The ID of the user to provide forecasting context for. |
Store Output Values
| Field | description |
|---|---|
| Can Access Target User Forecasts | A Boolean value that indicates whether the running user has access to the specified user’s forecasts. |
| Current Period ID | The ID of the period that the forecasting context applies to. |
| Cumulative Forecasts | A Boolean value that indicates whether the Cumulative Forecasts setting is enabled. |
| Most Likely | A Boolean value that indicates whether the Most Likely setting is enabled. |
| Commit Label | The label that was used for the commit category. |
| Most Likely Label | The label that was used for the Most Likely category. |
| Opportunity Score | A Boolean value that indicates whether the Opportunity Score setting is enabled. |
| Push Count | A Boolean value that indicates whether the Push Count setting is enabled. |
| Domain URL | The URL to use to generate links to user and opportunity forecast contexts. |
Usage
The Get Forecast Context action is a part of the Forecast Guidance flow, designed to retrieve forecasting context for a specific user. It's primarily used in conjunction with the Get Forecast Guidance standard agent action.
Limitations
This action is limited to usage within a flow. It can't be invoked through other methods such as Apex, REST API, Agentforce, Prompt Studio, or Einstein Bots. While actions can typically be invoked through various frameworks like InvocableActionService, this specific action is restricted solely to flows.
