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Anshul 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.
I wanted to know the practicle knowledge of forecasting & how to set up the configuration? Please let me know the trailhead of Forecasting.
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.
I wanted to implement both the customizable forecasting and collaborative forescating. Could you let me know the trailhead.
I wanted to implement both the customizable forecasting and collaborative forescating. Could you let me know the trailhead.
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