Hi,
We are using a custom field for as a forecast category and not the standard forecast category field. Can we use the same custom field in collaborative forecast? Thanks
2 Antworten
Hi,
According to this - https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_features_core_forecasting_custom_measure_forecasts.htm&type=5&release=232 should be possible.
https://blog.bessereau.eu/assets/pdfs/forecasts.pdf - Collaborative Forecasts Implementation Guide