Customizable Forecasting Retirement

This article answers a common question from Salesforce admins: why did Salesforce retire Customizable Forecasting, how does this affect users, and what should you do to migrate to the replacement feature?

Why Salesforce Retired Customizable Forecasting

Salesforce is focusing its development efforts on the latest forecasting functionality in Salesforce. Collaborative Forecasts builds upon these efforts to improve functionality and the user experience, which led Salesforce to retire Customizable Forecasting in the Summer '20 release (July 2020).

How This Change Impacts You

After the Summer '20 release, Salesforce users with the Allow Forecasting permission can no longer access Customizable Forecasting data through the user interface or the API.

To identify your impacted Salesforce users, run a standard Users report. Users with access to Customizable Forecasting have their Allow Forecasting permission set to True.

What Action to Take and the Replacement Feature

We strongly recommend that you and your Salesforce users migrate to Collaborative Forecasts and, if necessary, export forecasting data out of Customizable Forecasting before the retirement date. Follow the Configure Collaborative Forecasts Help topic as well as the Collaborative Forecasts Implementation Guide. Collaborative Forecasts covers all the major functional requirements of Customizable Forecasting and provides additional capabilities. The forecasting grid is similar to Customizable Forecasts, and Salesforce users can also adjust forecasts and see the opportunities that make up the forecasts.

If you use the original territory management feature in Salesforce, we also encourage you to migrate to Enterprise Territory Management.

Where to Get More Information

For more information, review the Optimize Sales Forecasts Trailhead trail.

If you have more questions about Salesforce forecasting, open a case with Support via Salesforce Help. To view all current and past feature retirements, see Salesforce Feature Retirement. To read about Salesforce's approach to retiring products and features, see our Feature Retirement Philosophy.