@rawctx/sf-sales-forecasting

Revenue and pipeline forecasting with adjustable quotas, custom categories, submission workflows, and judgment-based overrides.

Overview

Objects

• ForecastingAdjustment — This object represents an individual forecast manager’s adjustment for a subordinate’s or child territory’s forecast via a ForecastingItem.
• ForecastingColumnDefinitionLocalization — Represents the translated value of a custom calculated column or custom reference data column label when the Translation Workbench is enabled for your organization.
• ForecastingCustomCategory — Represents a custom forecasting category used for forecast rollups.
• ForecastingCustomData — Represents forecast data from external sources to display in the forecasts page. For example, risk or last year’s revenue.
• ForecastingDisplayedFamily — Represents the table in Forecasts Settings where an admin selects the product families that users can forecast on in Lightning Experience.
• ForecastingFact — This object is read-only and links a ForecastingItem with its opportunities, such as opportunities that share the same owner or forecast category and have a closing date within the period of the forecasting item.
• ForecastingFilter — Represents the custom filter for including or excluding data from opportunity forecasts.
• ForecastingFilterCondition — Represents the custom filter condition logic for including or excluding data from opportunity forecasts.
• ForecastingGroup — Represents groups used to roll up forecast totals on the forecasts page.
• ForecastingGroupItem — Represents the value within the picklist that is specified as the forecasting group for a forecast type. For example, if you have a forecasting group that identifies the industry an opportunity is part of, this object represents the value in the the industry picklist that’s chosen to be part of the group.
• ForecastingItem — This object is read-only used for individual forecast amounts. Users see amounts based on their perspectives and forecast roles.
• ForecastingOwnerAdjustment — This object represents an individual forecast user’s adjustment of their own forecast, including territory forecasts they own, via a ForecastingItem.
• ForecastingQuota — This object represents an individual user’s or territory’s quota for a specified time period.
• ForecastingSourceDefinition — Represents the object, measure, date type, and hierarchy that a forecast uses to project sales.
• ForecastingSrcRecJudgment — Represents forecast managers’ judgment of whether they consider an opportunity-related deal to be certain to close.
• ForecastingSubmission — Represents a submitted forecast.
• ForecastingSubmissionItem — Represents the values for each forecast category in a submitted forecast.
• ForecastingType — Represents a forecast type.
• ForecastingTypeSource — Represents the mapping of a forecasting source definition to a forecast type.
• ForecastingUserPreference — Represents the forecasting selections that a user has made, such as display options, date range, forecasting type, and currency.
• FrcstCustmCatgRampRateSrc — Represents the total contract value used for custom bulk adjustments.
• FrcstCustmzAdjustment — Represents an individual forecast manager’s adjustment of a subordinate’s consumption forecast.
• FrcstCustmzOwnerAdjustment — Represents an individual forecast user’s adjustment of their own consumption forecast.

Install

rawctx snapshot-download @rawctx/sf-sales-forecasting