Configure the Sample Forecast Set for Account Hierarchy

After you install the Account Hierarchy DPEs and Forecast Set package in your Salesforce org, edit the sample forecast set that’s included as a component in the package. You must clone the Data Processing Engine (DPE) templates that are also part of the package to create and activate DPE definitions. You can then select these definitions in the sample forecast set, and make other changes as required. For example, you can add custom measures, add forecast dimensions, define additional forecast adjustment periods, and more.