Set up the required features to start forecasting using Salesforce and enable additional
features as you’re ready. Give forecast managers, reps, and others who need it access to the
forecasts page and the features that they need.
Required Editions
Available in: both Salesforce Classic and Lightning Experience
Available in: Professional, Performance, and Developer
Editions and in Enterprise and Unlimited Editions with Sales
Set Up Users for Forecasting Sales reps, sales managers, and sales executives need permission to use forecasts and access to the Forecasts tab. They must also be part of the forecast hierarchy.
Set Up Pipeline Forecasting Set up Salesforce so that your teams can work with forecasts based on pipeline opportunities captured in opportunity records.
Set Up Consumption Forecasting Use this step-by-step guidance to start forecasting your consumption-based businesses. Make sure you enable Salesforce Forecasting and Data 360 in the same Salesforce org.
Get the Most from Salesforce Forecasting To help users get the most from the forecasting information that they see, customize the forecasts page layout, allow for adjustments to forecasts, setup quotas, and more.
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