La gerarchia delle previsioni determina come vengono riportate le previsioni nell'organizzazione Salesforce e chi può visualizzarle e rettificarle. La gerarchia delle previsioni si basa sulla gerarchia dei ruoli utente.
Versioni (Edition) richieste
Disponibile in: Lightning Experience
Disponibile in: Enterprise, Unlimited with Sales e nella versione Agentforce 1 Sales Edition
Per assicurarsi che tutti possano visualizzare le proprie previsioni:
Impostare la gerarchia dei ruoli utente.
Assegnare un responsabile previsioni al livello massimo della gerarchia delle previsioni.
Verificare che ogni responsabile con subordinati sia designato come responsabile previsioni.
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