Hi Team,
I granted the permission set to access the inspect pipeline, but he is unable to switch to My Pipeline or Important Opportunities views. How can I resolve this?.
#Support #Opportunity Pipeline #Opportunities Pipeline #Pipeline Inspector
@Eric Burté Yes I have assigned the permission set, and the reps can access custom views in pipeline inspection section.
Hi all - can anyone point me to more info on how this % of total is produced in the Pipeline Inspection pipeline changes waterfall chart? Getting lots of questions about this from users but cannot seem to find documentation on it. The amount doesn't appear to reflect anything else in the chart, or SFDC reporting on the current open pipeline amounts.
Thanks!
#Pipeline Inspection #Pipeline Inspector #Sales Cloud Einstein #Pipeline Inspector #Sales Cloud Einstein #Forecasting
@Lindsay Taylor tbh I am still not sure about what numbers I see in order to explain this.
However my best advice is revenue intelligence from platforms like Einstein are mostly guided either on top down from executives to down the hierarchy and hence are dynamic and driven by manager forecasts changes in ACV that they see in their pipeline.
Hence would advice you to contact SFDC admin support and see what are best practice logic to make this right. Also personally would like to see if you could try out Aviso's AI driven blended forecast models that use time series analysis to predict these numbers.
Just have a look at Aviso AI and see if it can provide you with a positive direction for your issue.
Cheers!
hello, Summer '21 is now available. How do you access Pipeline inspector? It doesn't seem to be available from Setup. We have Unlimited version and Historical trending is turned on. #Pipeline Inspection
Just jumping on this topic and I know it a bit old, we have Pipeline Inspector in Prod, but only 1 license, I thought this was free? is there an additional license that needs to be purchased? we have over a 100 users. Can anyone advise?
