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Permissions and Security Settings for Advanced Account Forecasting

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Permissions and Security Settings for Advanced Account Forecasting

Assign the required permissions to users to set up and use Advanced Account Forecasting. Create sharing rules to give users the required access to the forecasting records. Set field-level security to grant users separate levels of access to forecast values.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
  • Permissions for Advanced Account Forecasting
    Assign permission sets to internal users and partners based on their required level of access to Advanced Account Forecasting and related features. Control access to the Mass Update and Import CSV buttons for Advanced Account Forecasting for your users by using permission sets. Before you assign permission sets, ensure that Advanced Account Forecasting and Data Pipelines are enabled.
  • Create Sharing Rules for Advanced Account Forecasting
    Define sharing rules to give users, such as regional managers and account managers, access to Advanced Account Forecast Set Use and forecast fact records. Sharing rules extend your organization-wide default settings. You can create rules based on the record owner or other criteria.
  • Set Field-Level Security for Advanced Account Forecasting
    To differentiate the forecast data that various users can view, configure the field-level security for the Advanced Account Forecast Set Use object and the forecast fact object.
 
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