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Anshul Kapoor 8Anshul Kapoor 8 

forecasting trailhead

Hi Team,

I wanted to know the practicle knowledge of forecasting & how to set up the configuration? Please let me know the trailhead of Forecasting.
CORNELIA EYRAUD 9CORNELIA EYRAUD 9
Hi Anshul,

It depends on which forecast you want to implement, there are cutomizable forecating and collaborative forescating.
Here a link for setp forecasting  http://resources.docs.salesforce.com/208/20/en-us/sfdc/pdf/salesforce_forecastsetup_cheatsheet.pdf.
Hope this helps.
Anshul Kapoor 8Anshul Kapoor 8
Hi Cornelia,

I wanted to implement both the customizable forecasting and collaborative forescating. Could you let me know the trailhead.
Anshul Kapoor 8Anshul Kapoor 8
Hi Cornelia,

I wanted to implement both the customizable forecasting and collaborative forescating. Could you let me know the trailhead.
CORNELIA EYRAUD 9CORNELIA EYRAUD 9
Hi Anshul,

I have not see this item on trailhead, but you can use salesforce ressource
https://resources.docs.salesforce.com/208/latest/en-us/sfdc/pdf/forecasts.pdf
https://resources.docs.salesforce.com/204/latest/en-us/sfdc/pdf/salesforce_forecastsetup_cheatsheet.pdf