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Stephania Romero 10
not allow me to create forecast type!!!
Hello! help me
I want to create a FORECAST TYPE with a custom field (NUMBER) in the Opportunity, but in the settings it only lets me select AMOUNT. Does anyone know that I am missing?
I want to create a FORECAST TYPE with a custom field (NUMBER) in the Opportunity, but in the settings it only lets me select AMOUNT. Does anyone know that I am missing?
How are you creating forecast type? Can you elloborate more on this?
Thanks,
If you're working in Lightning Experience make sure you have Collaborative Forecasts turned on. You can follow below document to achieve that:
https://help.salesforce.com/s/articleView?id=sf.forecasts3_defining_forecasts_settings.htm&type=5 (https://help.salesforce.com/s/articleView?id=sf.forecasts3_defining_forecasts_settings.htm&type=5)
And to enable a custom field forecast type for Salesforce Classic users, a Salesforce admin must enable opportunity splits for the custom field. However, the opportunity owner automatically receives a 100% split for the field, so if your don’t plan to use splits with the field, the rollup is the same as if there were no splits.
Hope that answers your question.