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NevDev Is it possible to show only certain Opportunities in forecasts
I have a requirment which is to only show opportunity records in forecasts that meet a certain criteria (checkbox__c = 'True'). My initial thoughts are that I would need to create a new record type / page layout / sales process to achieve this but I was wondering if anyone has ever designed something similar in the past.
May I suggest you please check with below link from the success community which might guide you further with the above requirement.
- https://success.salesforce.com/answers?id=90630000000CsVQAA0
- https://success.salesforce.com/answers?id=9063A000000pAwnQAE
- https://developer.salesforce.com/forums/?id=906F00000008nOsIAI
Please let us know if this helps.Kindly mark this as solved if it;s resolved.
Thanks,
Nagendra