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            Setup Email Notifications for Account Forecasts

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            Setup Email Notifications for Account Forecasts

            Set up contact information to send notifications along with suggested next steps in case automated processes fail.

            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 modify email addresses: Customize Application

            In case of any forecast setting modifications, depending on the change, forecast is either automatically regenerated or recalculated for all accounts. An email with details of the failed automated process and suggested next actions is sent to the primary and secondary contacts that you provide. Emails are sent in case any of the following processes fail:

            • If forecast formulas are modified, forecast is recalculated for all current and future periods.
            • If forecast display settings are modified, all active forecast records are expired and replaced with new regenerated records..
            1. In Setup, search for Account Forecasting in the Quick Find box.
            2. In Feature Settings, under Manufacturing, select Account Forecasting.
            3. In the Email Notifications section, add the email addresses of a primary contact and a secondary contact if required..
             
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