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Einstein Forecasting: Activation Requirements & Common Setup Failures

公開日: May 15, 2026
説明

This article walks you through everything you need to successfully activate Einstein Forecasting — including data requirements, the 80% field population rule, renamed field impacts, and the Assisted Setup flow.

Before You Begin: Run the Einstein Readiness Assessor

Start here — it's the fastest way to identify blockers.

  1. Go to the Einstein Readiness Assessor
  2. Look for a green checkmark next to Einstein Forecasting on the first page
  3. If there's no green checkmark, scroll to the Einstein Forecasting section of the report to see what's blocking activation.

Data Requirements Checklist

All of the following must be true before Einstein Forecasting can be activated:

  • Collaborative Forecasts is enabled in your org
  • You've been using Opportunities in Salesforce for at least 12 months
    • You can verify this by running the following query in Workbench: SELECT count() FROM OpportunityHistory WHERE CreatedDate = LAST_N_DAYS:365
    • This query should return results — if it returns 0, you don't yet meet the history requirement
  • You use a standard fiscal year (follows the Gregorian calendar; can start on the first day of any month)
  • Your Forecast Settings are set to User Role type — Territory forecasts are not supported
  • Forecasts are measured by Opportunity Revenue using the standard Amount field — filters on the forecast type are not supported
  • Your forecast hierarchy includes at least one forecasting-enabled user who reports to a Forecast Manager
  • You are using a production org — Einstein Forecasting is not available in sandboxes
解決策

The 80% Opportunity Field Population Threshold

Einstein Forecasting requires the standard Amount field to be populated on at least 80% of your open Opportunities.

This is one of the most common activation blockers. Here's how to check:
Step 1 — Count all open Opportunities:

SELECT count() FROM Opportunity WHERE IsClosed = FALSE

Step 2 — Count open Opportunities with Amount populated:

SELECT count() FROM Opportunity WHERE IsClosed = FALSE AND Amount != ''

Step 3 — Calculate your percentage:

(Result from Step 2) ÷ (Result from Step 1) = must be greater than 0.80 (80%)

If you fall below 80%, work with your team to populate the Amount field on open Opportunities before attempting to activate Einstein Forecasting.

Impact of Renamed Standard Fields (e.g., Amount renamed to "Credit Line")

Einstein Forecasting relies on standard Salesforce fields — specifically the standard Amount and Close Date fields on the Opportunity object. If these fields have been renamed in your org, this can cause confusion, but the field API name is what matters, not the label.
What to check:

  • Confirm that the field your team uses for revenue is the standard Amount field (API name: Amount), not a custom field
  • If the standard Amount field has been renamed, that's fine — Einstein Forecasting will still work as long as the underlying API name is Amount
  • If revenue is tracked in a custom field, Einstein Forecasting cannot use it

Assisted Setup Flow Requirements

When you enable Einstein Forecasting, Salesforce installs a managed package called the Sales Cloud Einstein (OIQ_Integration) app. This is separate from the Einstein Forecasting Analytics app.
Setup checklist:

  1. Ensure the user enabling the feature has the Sales Cloud Einstein permission set license and permission set assigned
    1. If these don't exist in your org, contact your Account Executive for provisioning
  2. Verify the "Sales Insights Integration User" profile has access to all Opportunity fields referenced in the Einstein Forecasting builder
  3. Complete all prerequisite steps outlined in Salesforce Help before turning on any Sales Cloud Einstein feature
  4. Follow the Einstein Forecasting setup guide in Salesforce Help for step-by-step instructions
その他のリソース

Where can I learn about the prediction column, prediction panel, and dashboard? Check out the Einstein Forecasting Help article for a full overview.

Q: I only see a prediction for the current month or quarter — is this normal? Yes! Einstein Forecasting makes predictions for the current period only. When the first of the next month arrives, the previous prediction is purged and a new one is generated for that period.

Q: Why don't individual users (non-managers) see predictions? Einstein Forecasting is designed for Forecast Managers (FMs) only. Predictions are only delivered to users who are FMs.
The ViewForecastingPredictive user permission in the SCE permission set should only be assigned to Forecast Managers (and admins). If assigned to other users, they'll see a dashboard with no results.

Q: Einstein Forecasting and related features are completely missing from Setup — what do I do?

  1. Confirm the user has the Sales Cloud Einstein permission set license and permission set assigned
  2. If these don't exist in your org, contact your Account Executive for provisioning
  3. Review the Einstein Forecasting Setup article and ensure all minimum requirements are met
  4. Complete all steps in the Sales Cloud Einstein Errors article before enabling any Sales Cloud Einstein feature
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