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Configuring the Forecasts Hierarchy

Salesforce Certified Advanced Administrator - Part 2 • 3m 22s

Up Next in Salesforce Certified Advanced Administrator - Part 2

  • Cumulative Forecast Rollups

    Resource:
    Cumulative Forecast Rollups in Collaborative Forecasts - https://help.salesforce.com/articleView?id=forecasts3_cumulative_columns_overview.htm&type=5

  • Sharing Forecasts

  • Custom Fiscal Year Considerations

    Resource:
    Customize the Fiscal Year Structure - https://help.salesforce.com/articleView?err=1&id=admin_cfy_customize.htm&type=5

    Define Your Fiscal Year - https://help.salesforce.com/articleView?err=1&id=admin_about_cfy.htm&type=5