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Custom Columns error when editing forecast settings

Julkaisupäivä: Jun 4, 2024
Kuvaus
The following error may occur when trying to edit your forecast settings or forecast category field:
"You have at least one custom column defined in a forecast type. Delete your custom column or forecast type and try again."

This error is seen when a customer has custom columns on any forecast type regardless of whether or not the forecast type is active.

https://developer.salesforce.com/docs/atlas.en-us.240.0.object_reference.meta/object_reference/sforce_api_objects_forecastingcolumndefinition.htm
Ratkaisu
  • In dataloader or workbench run this query (please note that dataloader/workbench will need to be in version 56 or later of the API):
    • SELECT DeveloperName,ForecastingTypeId,Formula,Id FROM ForecastingColumnDefinition
  • From the above query results grab the forecast type ID
  • Run an update/upsert on the forecast type to mark it active
  • Once the forecast type is active use the UI to delete the custom columns from the forecast type.

**Note: At this time it is no longer possible to activate legacy forecast types. If the custom column is added to a legacy forecast type take the ID from the above query and run a delete on the Forecasting Column Definition

Knowledge-artikkelin numero

000395092

 
Ladataan
Salesforce Help | Article