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0:00 What is a Forecast Type?
0:59 Selecting an Object
1:29 Selecting an Amount field
1:46 Selecting a Date field
3:33 Selecting a Hierarchy
3:50 Selecting an Optional Filter
5:35 Defining your Opportunity Forecast List View
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In this video, I continue building a Forecast in Salesforce by defining your Forecast Types. A Forecast Type is important to define so that you can choose the open opportunities that you would like to forecast on, based on Dates and Amounts specified. You can define up to 4 forecast types so that you can get up to 4 perspectives on how your overall opportunity pipeline is performing.