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            Activate and Assign Custom Forecasts Pages

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            Activate and Assign Custom Forecasts Pages

            After building a custom forecasts page using Lightning App Builder, activate the page and assign it so sales leaders can see and use it. The page you built doesn’t appear until it’s activated.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales
            User Permissions Needed
            To use Salesforce Forecasting: View All Forecasts OR Allow Forecasting OR Delegated forecast manager status
            To create pages in Lightning App Builder: Customize Application
            To view pages in Lightning App Builder: View Setup and Configuration
            1. Build a forecasts page or open one in Lightning App Builder.
            2. Save the page and click Activation.
            3. Select how you want to activate the page and follow the prompts to complete the activation.
              • Set the page as the default for all users.
              • Make the page the default home page for specific Lightning apps.
              • Assign the page to a combination of Lightning apps and user profiles.
            4. Save the activation settings.

            As your sales process or needs change, make updates to activated pages or change the activation and assignments. Updates are reflected for users the next time they view the forecasts page.

            See Also

             
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