Create the Forecast Set for Advanced Account Forecast Revenue Measures
Create the provided Advanced Account Forecast Revenue Measure forecast set using a
predefined flow.
Required Editions
Available in: Enterprise, Unlimited, and Developer
Editions.
User Permissions Needed
To create a forecast set:
Manufacturing Advanced Account Forecasting
To view key revenue measures 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 revenue measures 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 You can install this metadata only once in your org.
From Setup, in the Quick Find box, enter Flows, and then
select Flows.
Click to open the Create Forecast Set for Revenue Measures
flow.
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