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            Who Can Adjust Pipeline Forecasts

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            Who Can Adjust Pipeline Forecasts

            Forecast adjustments at the rollup level provide an assessment about the tpta; sales that the forecast owner feels confident to close during the forecast period. Your system settings and your place in the forecast hierarchy determines if you can view and make adjustments.

            Required Editions

            Adjustments available in: both Salesforce Classic and Lightning Experience in Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales
             

            Role-Based Forecasts

            Review who can view your forecast and adjust your forecast total. The details in this table apply to role-based forecasts only.

            User Can they view your forecasts? Can they adjust your role-based forecasts?
            Your manager’s manager Yes No
            Your manager Yes Yes. Managers adjust forecasts from their own forecasts pages.
            You Yes Yes, if enabled by your admin. You can adjust forecast totals only, not the subtotal for My Opportunities.
            Your subordinate in the role-based hierarchy No No
            The subordinate of your subordinate in the role-based hierarchy No No
            Anyone you shared your forecasts with Yes Yes, if you selected View and Edit as the access level.

            Review whose forecasts you can view and adjust. The details in this table apply to role-based forecasts only.

            User Can you view role-based forecasts? Can you adjust role-based forecasts
            Your manager’s manager No No
            Your manager No No
            You Yes Yes, if enabled by your Salesforce admin
            Your subordinate in the role-based hierarchy Yes. However, if you select a direct subordinate’s forecast, you see the same view as that subordinate, so your adjustments aren’t visible. Yes. You can adjust these forecasts from your own forecasts page.
            The subordinate of your subordinate in the role-based hierarchy Yes. You see the same view that the subordinate sees. No. Your direct reports can adjust their own direct reports’ forecasts.
            Anyone who has shared their forecasts with you Yes. You see the same view that the sharer sees. Yes, if they selected View and Edit as the access level.

            Territory Forecasts

            Review who can view your territory forecast and adjust the territory’s forecast total. The details in this table apply for territory forecasts only.

            User Can they view the territory’s forecasts? Can they adjust the territory’s forecasts?
            Parent Territory’s forecast manager Yes Yes
            Another territory’s forecast manager Yes, if the territory is above the territory in the hierarchy Yes, if the user is the forecast manager for the territory.
            Anyone you shared your forecasts with Yes, the user sees the same view that the sharer sees Yes, if you selected View and Edit as the access level when you shared the forecast.

            Review whose forecasts you can view and adjust. The details in this table apply to territory forecasts only.

            Are you assigned as the territory’s forecast manager? Can you view the territory’s forecasts? Can you adjust the territory’s forecasts?
            Yes Yes Yes, if owner adjustments are enabled.
            No, but I’m assigned as another territory’s forecast manager. Yes, if the territory you’re assigned to as forecast manager is above this territory in the hierarchy.

            Yes, if:

            • The territory you’re assigned to as forecast manager is above this territory in the hierarchy.
            • Manager adjustments are enabled.
            No, I’m not assigned as forecast manager for any territory.

            Only if:

            • The territory has no forecast manager assigned.
            • You’re assigned to the territory.

            Only if:

            • The territory has no forecast manager assigned.
            • You’re assigned to the territory.
            • Owner adjustments are enabled.
            Shared forecast from another Territory forecast manager Yes, the user sees the same view that the sharer sees Yes, if they selected View and Edit as the access level when you shared the forecast.
             
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