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            Add Custom Columns That Include External Data to Pipeline Forecasts

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            Add Custom Columns That Include External Data to Pipeline Forecasts

            Make forecast decisions with all the data that matters to your business, even if that data isn’t maintained in Salesforce. Add external data, such as stretch quotas or internal booking target, and show it in a custom column on the forecasts page. Having all the information used to create forecasts in one place helps you create generate more precise forecasts without having to turn to other resources.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Sales
            User Permissions Needed
            To manage fields that store the forecast data to reference: Manage Forecasting Custom Data
            To view the Forecasts Settings page:

            View Setup and Configuration

            AND

            View All Forecasts OR Allow Forecasting OR delegated forecast manager
            To create and manage a forecast type: Customize Application

            Add up to 5 custom columns to a forecasts page that includes any combination of columns that show custom calculations or reference data.

            Before adding the custom column to a forecast type, ensure that custom number or currency fields are available in the Forecasting Custom Data object.

            1. From Setup, in the Quick Find box, enter Forecasts Settings, and then select Forecasts Settings.
            2. Under Available Forecast Types, select Manage Custom Columns from the quick actions for the forecast type you want to add your own data to.
            3. Click Add Custom Column.
            4. Select Reference Data as the column type.
            5. Select the custom field that has the data you want to show. Only custom currency and custom number fields in the Forecasting Custom Data object are available to select.
              Ensure that the column name helps to identify the data available in the column and that the data type matches the type of data available in the field.
            6. Save the custom column and click Done to return to the Forecast Settings page.
            7. To position the column in the correct order in the forecast summary, choose Select Columns to Display from the quick actions menu for the forecast type.

            See Also

             
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