Loading
Prepare for Email to Become the Default Login ExperienceRead More
Create the Forecast Set for Advanced Account Forecast Product Category

You are here:

  1. Salesforce Help
  2. Docs
  3. Agentforce Manufacturing

Create the Forecast Set for Advanced Account Forecast Product Category

Create the provided Advanced Account Forecast Product Category forecast set using a Lightning page.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To create a forecast set: Manufacturing Advanced Account Forecasting

To view product categories in your forecasts, you need a forecast set configured to show this data. To help you get started, one of the packages that you installed from the Learning trial org includes a preconfigured Product Category Forecast Set. When you installed the package, this forecast set was made available in your org. All you need to do is add it to your org.

Warning
Warning You can install this metadata only once in your org.
  1. From the App Launcher, find and select Create Category Hierarchy Metadata.
  2. Click Create Product Category Forecast Set .
    Create forecast set for AAF Product Category
    The forecast set for Advanced Account Forecast Product Category is created in your org.

See Also

 
Loading
Salesforce Help | Article