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Run Data Processing Engine Definitions for Advanced Account Forecasting

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Run Data Processing Engine Definitions for Advanced Account Forecasting

Run a data processing engine (DPE) definition for Advanced Account Forecasting from the definition’s builder. Specify the input variables that are used for the run, such as forecast set ID. After you run the definition, the results are written back to the writeback objects in the definition, such as Advanced Account Forecast Fact.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To use the Developer Console:
  • API Enabled
  • View All Data
To use code search and run SOQL or SOSL on the query tab: API Enabled
To open a Data Processing Engine definition:
  • Customize Application
  • Modify All Data
To run a Data Processing Engine definition:
  • Customize Application user permission
  • Modify All Data user permission
  • Data Pipelines Base User permission set
  1. Get the advanced account forecast set ID for the Forecast Set Id input variable in the data processing engine definition.
    1. Click Setup, and click Developer Console.
    2. Open the Query Editor panel.
    3. To get the Advanced Account Forecast Set ID, enter a SOQL query that fetches the ID value of a AdvAccountForecastSet record.

      For example, to get the ID of a forecast set with the name as Account Hierarchy Forecast Set, enter this query.

      SELECT Id 
FROM AdvAccountForecastSet 
WHERE ForecastSetName = 'Account Hierarchy Forecast Set'

      To learn about the fields in the AdvAccountForecastSet object that you can use in the SOQL query, see AdvAccountForecastSet. To learn about SOQL queries, see Salesforce Object Query Language (SOQL).

    4. Click Execute.
    5. Note the ID of the forecast set.
      You need the forecast set ID when you run the data processing engine definition.
  2. Get the values for other input variables in the data processing engine definition by using the Query Editor in the Developer Console. You can also get the ID of a record by opening the record. At the end of the URL for that record, you can get the 18-character record ID. Note the input variable values.
    You need these values when you run the data processing engine definition.
  3. Run the data processing engine definition.
    1. From Setup, in the Quick Find box, enter Data Processing Engine, and then select Data Processing Engine.
    2. Open an active definition that you want to run.
    3. Click Run Definition.
    4. Click Next.
    5. Specify the input variable values.
    6. Click Next.
    7. If necessary, select Show output record count for nodes, and select the nodes for which you need to show the count of the output record.
    8. Click Run Definition.
 
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