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Map Custom Fields of Account Product Forecast and Account Product Period Forecast

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Map Custom Fields of Account Product Forecast and Account Product Period Forecast

Add custom metrics to the Forecast tab of an account by mapping custom fields of Account Product Forecast and Account Product Period Forecast. Make each mapping unique.

Required Editions

Note
Note

There’s a newer version of forecasting available called Advanced Account Forecasting. To learn about how the features are different, review this comparison. For new implementations, use Advanced Account Forecasting. For existing implementations, plan your migration.

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To create custom metric mapping: Customize Application
Note
Note You can create a mapping only for currency, number, decimal, and percentage data types.
  1. In Setup, enter Account Forecasting in the Quick Find box.
  2. In Feature Settings, under Manufacturing, select Account Forecasting.
  3. In the Metrics Mapping section, all custom fields are listed under Product Period Metrics. For each row, click the corresponding dropdown value for Product Metrics.
  4. Click Save.
Example
Example For the Product Period metric, select Inventory Quantity. Select Inventory Level as the corresponding Product metric.

See Also

 
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