Articles tagged “forecasting”
- AdvAccountForecastSet Metadata Type in SFDX
Configure and deploy Manufacturing Cloud and Enterprise Advanced Account Forecasting sets, dimensions, and formulas with AdvAccountForecastSet in SFDX.
- ForecastingFilter Metadata Type in SFDX
Configure ForecastingFilter metadata in Salesforce DX to segment revenue data, filter opportunity records, and customize Collaborative Forecast rollups.
- ForecastingFilterCondition in SFDX
Define ForecastingFilterCondition metadata in Salesforce DX to construct granular field criteria, evaluate revenue metrics, and deploy forecast rules.
- ForecastingObjectListSettings in SFDX
Configure ForecastingObjectListSettings metadata in Salesforce DX to customize opportunity inspection tables, field columns, and forecast grid views.
- ForecastingSettings Metadata Type in SFDX
Deploy ForecastingSettings metadata in Salesforce DX to enable Collaborative Forecasts, configure quota management, and govern revenue rollup mechanisms.
- ForecastingSourceDefinition in SFDX
Configure ForecastingSourceDefinition in Salesforce DX to connect custom objects or standard opportunities into Collaborative Forecast aggregation engines.
- ForecastingType Metadata Type in SFDX
Deploy ForecastingType metadata in Salesforce DX to build custom revenue models, define quantity projections, and configure split forecasts in Sales Cloud.
- ForecastingTypeSource in SFDX
Configure ForecastingTypeSource metadata in Salesforce DX to bind forecast types to source definitions, manage calculations, and orchestrate deployments.
- PipelineInspMetricConfig in SFDX
Deploy PipelineInspMetricConfig metadata in Salesforce DX to customize Pipeline Inspection metrics, deal velocity calculations, and revenue forecasts.