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            Assign the Forecast Manager Role

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            Assign the Forecast Manager Role

            The forecasts hierarchy determines how forecasts roll up within your Salesforce org and who can view and adjust them. The forecast hierarchy is based on the user role hierarchy.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited with Sales, and in Agentforce 1 Sales Edition

            To make sure everyone can see their forecasts:

            1. Set up your user role hierarchy.
            2. Assign a forecast manager to the top level of the forecast hierarchy.
            3. Verify that each manager with subordinates is designated as a forecast manager.
             
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