Loading
Report and Reduce Your Carbon Footprint with Net Zero Cloud
Make Forecast Adjustments

Make Forecast Adjustments

Adjust advanced account forecast values during the adjustment period defined by the admin for your user profile.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Permission Set Needed
To enter and modify data:

Net Zero Cloud Manager

OR

Net Zero Cloud Admin

  1. From Advanced Account Forecast Set Partner, click the Advanced Account Forecast Set record in the list.
  2. Click the pencil icon in the cell for the period that you want to adjust.
  3. Enter the new value for the measure and add an adjustment note. Ensure that the adjustment note is of type text.
    Note
    Note You can adjust only the forecast measures that have adjustments enabled. For a list of measures that you can update, see Measure Types.

    You can upload data for the emissions activity measures by using Data Loader.

  4. To update the values in the advanced account forecast fact records, run the Calculate Emissions Forecasts job.

    For more information about the Calculate Emissions Forecasts job, see Run Net Zero Cloud Data Processing Engine Definition.

 
Loading
Salesforce Help | Article