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.
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...
In this lesson, we enable Customizable Campaign Influence.
Resources:
Enable Customizable Campaign Influence - https://help.salesforce.com/articleView?id=campaigns_influence_customizable_setup.htm&type=5
Add Customizable Campaign Influence Related Lists https://help.salesforce.com/article...
