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Run a Screen Flow for Advanced Account Forecast Product Category

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Run a Screen Flow for Advanced Account Forecast Product Category

Run the screen flows with the DPE definitions to generate forecasts at the product category level.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To run a flow in Flow Builder: Manage Flow
  1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
  2. Click to open a screen flow for Advanced Account Forecast Product Category.
  3. Click Run.
  4. Enter the AccountId and AdvAccountForecastSetId.
  5. Click Next.
  6. Click Finish.

Use Monitor Workflow Services in Setup to track the progress, success, and failure of the flow run.

 
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