This is the first video in our Salesforce Forecasting Series! You will learn all of the ins and outs to Salesforce's Collaborative Forecasting tool. We have implemented this tool many times over and wanted to share with you what we have learned along the way. You will learn how to do the following:

How to enable Forecasts
How to create a new Forecast Type
Forecast Category descriptions
Forecast Settings available in setup
Permissions users need to use and see their forecast
How to setup a Role Hierarchy & Forecast Hierarchy
Forecast tab features
How to enter quotas
What happens if you need to change the forecast period
How to enable Historical trending for Forecasting Items
Gaps in roll-ups for Forecast Managers
What happens if you need to change or edit a forecast type

PLEASE NOTE: Once you add quotas, you cannot deactivate a Forecast Type or change the Forecast Period without deleting all of the quota and forecast data. Make sure your forecast types are setup correctly before adding quotas.

Blu Ninjas Article: https://bluninjas.com/how-tos/salesfo...

Salesforce Resources:
Collaborative Forecast Concepts: https://help.salesforce.com/s/article...
Customize Forecast Categories in Collaborative Forecasts: https://help.salesforce.com/s/article...
Give Users Access to Collaborative Forecasts: https://help.salesforce.com/s/article...

CHAPTERS:
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0:00 Intro
0:31 Enable Forecasts
0:55 Overview of Default Forecast Types
2:34 Forecast Types Lessons to Learn
3:56 How to Create New Forecast Type
7:55 Forecast Category Overview
11:42 Manage Forecast Rollups
12:30 Default Date Range Setting
15:02 Show Quotas Setting
15:48 How to Setup Role Hierarchy
19:08 Forecast Hierarchy
19:44 Forecast User Permissions
21:40 Forecast Tab Overview
22:43 Enter Forecast Quotas
24:00 Forecast Tab with Quotas
24:41 Forecast Tab Features
27:05 Enable Historical Trending for Forecasting Items
28:30 Forecast Manager Gap in Rollup + Calculated Columns
30:23 Wrap-up

Music:
All Songs By: Tomas Skldeberg on Epidemic Sound
Songs:
Running in the Wild
Echoes Of You
Love Like Gold
Crystal Motions
Counting The Hours
State Of Minds
Side by Side
Perfect Colours
You Whispered To Us
When I Found Your Love
Hang Gliding

About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.

Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 8 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem.

Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about.

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