We have multiple forecasting types setup. One for Opportunity level forecasting which has a submit button.
We also setup a forecasting type on Opportunity Line Item level. However, we don't have a submit button on product level forecast. Is there a way to fix this?
#Forecasting #Forecast Type #Forecast Items #Forecast
The missing Submit button on the Opportunity Product forecast may be expected behavior.
Salesforce currently states that Forecast Submissions are available only for active forecast types that don't include Product Families or other forecast groups.
So I would check the configuration of the Opportunity Product forecast type:
Setup --> Forecasts Settings --> Forecast Types
Check whether the product-level forecast is using:
- Object: Opportunity Product
- Group By: Product Family or another forecast group
If the forecast type includes Product Family/another grouping, the Submit Forecast option won't be available for that forecast type.
Also make sure Forecast Submissions is enabled under Setup --> Forecasts Settings. Salesforce says the submission icon appears on the Forecasts page when a forecast type supports submissions.
So this is likely a forecast-type limitation/configuration, rather than a missing permission or page-layout issue.