Loading
Prepare for Email to Become the Default Login ExperienceRead More
Prerequisites for Using the Account Hierarchy Forecast Prebuilt App

You are here:

  1. Salesforce Help
  2. Docs
  3. Agentforce Manufacturing

Prerequisites for Using the Account Hierarchy Forecast Prebuilt App

Review these prerequisites before you deploy and use the Calculate Forecasts for Accounts in a Hierarchy prebuilt app.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions.
  • Enable the features Advanced Account Forecasting and Data Pipelines in your org where you deploy the prebuilt app packages.
  • Enable Sales Agreements in your org where you deploy the prebuilt app packages if the forecast considers data from sales agreements.
  • To customize the Data Processing Engine (DPE) definitions, you must be assigned the Data Pipelines Base User permission set.
  • You must set up an account hierarchy in your Salesforce org by creating Account records and specifying the parent account for each child account. To see the hierarchy tree, use the View Account Hierarchy quick action on an Account record.
  • Make sure you clone the three Data Processing Engine templates and activate the newly created definitions after you deploy the prebuilt app package.
  • To create and save changes to the Data Processing Engine definitions, you need the Customize Application and Modify All Data admin permissions.
  • The sample forecast set that’s included in the package you deploy only has one forecast adjustment period defined for the Admin User profile. You can define additional forecast periods for other user profiles such as Account Manager, Regional Manager, and Country Manager.
  • The adjustments made on the child accounts are automatically rolled up in the hierarchy. Depending on their role, users can use one of the three measure groups defined by default in the sample forecast set to adjust the forecast values.
  • The packages for this prebuilt app don’t contain a Data Processing Engine template for regenerating advanced account forecast data. To achieve the same result, admins can deactivate the existing forecast records for all child and parent accounts in a hierarchy and run the Data Processing Engine definition for generating forecast data.
 
Loading
Salesforce Help | Article