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Set Up Advanced Account Forecast Product Category

Set Up Advanced Account Forecast Product Category

To work with Advanced Account Forecast Product Category, set up and configure the provided components that you installed from the Learning trial org packages.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions.
  1. Prerequisites for Advanced Account Forecast Product Category
    Complete these prerequisites before you start using the Advanced Account Forecast Product Category app.
  2. Assign the Permission Set for Advanced Account Forecast Product Category
    Assign the provided Advanced Account Forecast Product Category permission set to users who you want to work with product category forecasts.
  3. Create the Forecast Set for Advanced Account Forecast Product Category
    Create the provided Advanced Account Forecast Product Category forecast set using a Lightning page.
  4. Configure the Forecast Set with DPE Definitions for Product Category
    Configure the provided forecast set to use the Data Processing Engine (DPE) definitions for Advanced Account Forecast Product Category.
  5. Activate the Forecast Set for Advanced Account Forecast Product Category
    Activate the provided forecast set for Advanced Account Forecast Product Category.
 
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