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Enable Collaborative Forecasting

게시 일자: Apr 22, 2026
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Collaborative Forecasting allows sales teams to track and manage revenue forecasts with visibility into the sales pipeline. This feature helps managers and reps align on expected revenue, pipeline coverage, and quota attainment. Most organizations have access automatically, but those upgraded from lower editions like Essentials may need manual activation by Support.

Available Editions:

Professional (no Opportunity Splits or Custom Field forecasts), Enterprise, Performance, Unlimited, and Developer

How to Activate:

Submit an activation request with Salesforce Support

Prerequisites:

Review Salesforce documentation on setting up and configuring Collaborative Forecasts before submitting a support request.

솔루션

Collaborative Forecasting is available on the above editions with Sales Cloud. To turn it on yourself, refer to: Turn On Collaborative Forecasts and Define Forecasts Settings

 

Requesting Activation:

Some organizations that upgrade from a lower edition, such as Essentials, may be missing Forecast settings in Setup. If you are missing these settings, please have a System Administrator create an activation request with Support.

Post Activation Steps:

Once activated, a System Administrator should verify that Collaborative Forecasts settings are visible in Setup and configure forecasts as needed for your organization.

 

Knowledge 기사 번호

000386691

 
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