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Out-of-the-Box Recipe

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Out-of-the-Box Recipe

Salesforce provides a customizable, out-of-the-box Order Forecasting for Manufacturing recipe that generates statistical order forecasts for advanced account forecast sets. The forecasting is based on accounts, orders, products, product categories, periods, and advanced account forecast set partners.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To edit a recipe: Edit CRM Analytics Dataflows OR Edit Dataset Recipes

You can modify the default recipe in these scenarios:

  • Your schema deviates from the Manufacturing schema.
  • There’s a change in a custom field of an existing entity.
  • There’s a change of use from an existing entity to a custom entity.
  • The data doesn’t load properly.
  • An app stopped working because of incorrect data values.

See Also

 
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