This is great ...looking forward to more videos on it. One thing I want to point out ....I would rather create 1 forecasting permission set and assign to users rather than making changes on profile.
@awesomekj5812 We are glad you found it helpful! Permissions sets are the best way to go if you have users on different profiles who need access to Forecasting. Thank you for sharing the tip!
Now you are getting fancy! Currently the out of the box features only support quotas by Product Family, not the individual product. I suppose you could get around this by creating a Product Family for each product you have. For quotas by account or partner, this would have to be custom built using custom objects and flows to relate the opportunities and/or opportunity products to the custom object records.
Thank you for having such a cohesive video! I struggled to find a guide that covered the setup process A-Z and this is perfect.
You are welcome! We are happy you found it helpful!
Great video, You have the best SF content on RUclips!
Thank you so much! We needed to hear this!!
Very informative and thank you for sharing the best practices
You are very welcome!
This is great ...looking forward to more videos on it. One thing I want to point out ....I would rather create 1 forecasting permission set and assign to users rather than making changes on profile.
@awesomekj5812 We are glad you found it helpful! Permissions sets are the best way to go if you have users on different profiles who need access to Forecasting. Thank you for sharing the tip!
Thanks for the explanation!
You are welcome!
Great video! Thank you for sharing.
Is is possible to create quotas by account, by product, by partner?
Now you are getting fancy! Currently the out of the box features only support quotas by Product Family, not the individual product. I suppose you could get around this by creating a Product Family for each product you have. For quotas by account or partner, this would have to be custom built using custom objects and flows to relate the opportunities and/or opportunity products to the custom object records.