On slide 41 of the CoS slide deck on forecasting, it mentions that you can add partner roles into the forecast hierarchy. I'm really struggling to find any more information or documentation on how this is set up.
How do I set this up so we can forecast our partner accounts? Do they need to be setup as users in our SF org before we can forecast them?
7 comentários
Thanks @Dan Glaser !
@Dan Dlugos, partner users can be rollup in forecasts. Partner portal users can't see the forecasting tab so only internal users can see forecasting.
