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Install the Account Hierarchy DPEs and Forecast Set Prebuilt App Package

Install the Account Hierarchy DPEs and Forecast Set Prebuilt App Package

To get access to Data Processing Engine templates, a sample forecast set, and a sample period group for the Calculate Forecasts for Accounts in a Hierarchy prebuilt app, first install an unmanaged package in Salesforce. You can clone the Data Processing Engine templates and activate the new definitions after you install the package. The period group and the forecast set can be edited as per your business requirements.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To install the package: Download AppExchange Packages
  1. In a browser, enter the installation URL.
  2. Enter your username and password for the Salesforce org where you want to install the package, and then click Log In.
  3. Select Install for All Users, and click Install.
    The package can take a while to install. An email is sent when the installation is completed.
  4. Click Done.
    Check the Installed Packages page in Setup to verify that the Account Hierarchy DPEs and Forecast Set package is installed.
 
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