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Notifications for Account Forecast Operations
When forecast operations, like forecast generation, complete or fail, admins and account managers are notified via in-app notifications, email, or both.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
Based on the notification, the user can get details around the status of the process, and then rerun the process or contact their admin. If there’s a failure, email notifications that admins receive also include suggested next actions. Here are details about the operations that trigger notifications.
| Forecast Operation | When Are Notifications Sent? | Failure Details | Next Steps |
|---|---|---|---|
| Generate Account Forecasts | When an account’s forecast is created for the first time through an asynchronous job. | The generation process can fail completely or with partially generated periods. Here are some possible reasons for failure.
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The admin can generate forecasts for the failed accounts again or ensure that there are no custom validations or triggers in place that prevent the completion of the process. If the process failed due to data limits, request additional capacity, or delete records as required. |
| Recalculate Account Forecasts | When the recalculation process is triggered for all accounts in the org by the admin, or for each account by the account manager. | The recalculation process can fail completely or with partially created records. Here are some possible reasons for failure.
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The admin can recalculate all forecasts again, or ensure that there are no custom validations or triggers in place that prevent the completion of the process. If the process failed due to data limits, request additional capacity, or delete records as required. The account manager can also recalculate forecasts for their own accounts. |
| Rollover Account Forecasts | At the start of each period. Keep in mind that when the first period expires, a new period is added to the forecast display. | The rollover process can fail to create forecasts for the new period or to expire the forecasts for the first period. Here are some possible reasons for failure.
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The admin or the account manger can manually recalculate forecasts for the impacted accounts during the next adjustment period. The admin can ensure that there are no custom validations or triggers in place that prevent the completion of the process. |
| Regenerate All Account Forecasts | When the forecast display configurations are changed in Setup. Keep in mind that configuration changes expire all existing Account Forecast records and generates new records to replace them. | The regeneration process can fail completely or with partially created records. Here are some possible reasons for failure.
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The admin can ensure that there are no custom validations or triggers in place that prevent the completion of the process. If the process failed due to data limits, request additional capacity, or delete records as required. The account manager can try generating the account forecast by entering growth metrics for the account during the next adjustment period. |
