Loading
Sales Basics
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Assign Forecast Managers to Territories

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Basics

            Assign Forecast Managers to Territories

            Show rolled-up forecasts for a territory when you assign a forecast manager to the territory. Without a forecast manager assigned, a territory’s forecasts are based on the individual users assigned to the territory.

            Required Editions

            User Permissions Needed
            To assign a forecast manager to a territory:

            View Setup and Configuration

            AND

            Manage Territories

            Assigning forecast managers to territories is a separate process from assigning forecast managers in the user role hierarchy for other forecast types. To use role-based forecasts and territory-based forecasts simultaneously, make sure that you complete both processes.

            Before you assign a forecast manager to a territory, make sure that the following are true.

            • Your territory page layout includes the Forecast Manager field.
            • The user you want to assign as a forecast manager is forecast-enabled.
            • The user you want to assign as a forecast manager is assigned to the territory.
            1. From Setup, in the Quick Find box, enter Territory Models, and then select Territory Models.
            2. Click View Hierarchy next to your active territory model.
            3. Click Edit next to the territory you want to assign a forecast manager.
            4. In the Forecast Manager field, enter the user you want to assign as the forecast manager.
            5. Save your changes.
            6. Repeat these steps for each territory that requires a forecast manager.
            Note
            Note The number of territories assigned to a forecast manager can impact performance. We recommend that you test thoroughly for performance issues, and if you observe any, reduce the number of territories per forecast manager.

            See Also

             
            Loading
            Salesforce Help | Article