In this lesson we enable Collaborative Forecasting in our Org. We then add several Forecast Types.
Resources:
Predict Sales with Collaborative Forecasts https://help.salesforce.com/articleView?id=sf.forecasts3_overview_intro.htm&type=5 and Collaborative Forecasts Quick Start https://help.salesforce.com/articleView?id=000346473&type=3&mode=1
Collaborative Forecasts Implementation Guide (PDF) - https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/forecasts.pdf
In this lesson, we view forecasts, set the forecast range and change the forecast currency.
A new addition to the updated exam guide that Salesforce released on June 23, 2021 was Forecast Impact, which I discuss in this lesson.
Resources:
Considerations for Managing Territory Forecasts - https://help.salesforce.com/articleView?id=sf.forecasts3_territory_forecasts_management_considerati...
Use the Product Family picklist to categorize your products. For example, if your company sells both hardware and software, you can create two product families: Hardware and Software.
Resource:
Organize Products with Product Families - https://help.salesforce.com/articleView?id=sf.customize_pr...
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