not finding forecast in quick find

Question

I am trying to set up collaborative Forecasting in my org (we are using Lightning).  When I go into setup and type forecast nothing gets displayed.  I am using a fiscal calendar and I am not sure if that is the issue - but here is what I get when I search for Forecast search for forecast.  Any help is appreciated!

Aviral Agrawal · Answer

Hey Kim,

1. From Setup, enter Users in the Quick Find box and select Users.

2. Click Edit next to Beverly Shaw. (If you're following along in your Trailhead Playground, you won't see Nigel's users listed.)

3. Under General Information, select Allow Forecasting and click Save.

Check this trailhead module: https://trailhead.salesforce.com/en/content/learn/modules/collaborative_forecasts_setup/collaborative_forecasts_unit_3

Thanks!

not finding forecast in quick find

Collaboration

Verwandte Lerninhalte

Weitere Hilfe