In this lesson, we add a scheduled product to an opportunity. Doing so adjusts the Amount of the Opportunity.
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.s...
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...
