#Forecast Type0 人正在讨论

Recently, I have been looking for a way to translate all labels of an org in Salesforce. However, I have run into a problem when trying to translate the forecast types. 

Salesforce translates the standard Opportunity Revenue forecast type but does not translate any custom forecast type. I have tried to translate it manually from WorkBench Translations but this option does not appear. I have also contacted Salesforce support and they have agreed that this is a limitation.

I have posted on IdeaExchange the case so they can resolve it and this will be implemented in the future. So, i would like you to give it visibility to help me achieve a multilingual organization.

https://ideas.salesforce.com/s/idea/a0B8W00000QeJqIUAV/translate-custom-forecast-type

#IdeaExchange  #Custom Forecast Type  #Forecast Type  #Translation Workbench

Hello,

I am facing a challenge in enabling a new forecast type - Opportunity By Quantity. 

When I go to Forecast settings, I click on 'Add forecast type', but then the only option I can select for Forecast Type is 'Product Families' (see screenshot attached). 

I do notice the following note: 'Select a forecast type you want to enable for users. Depending on your organization’s configurations, some forecast types will be available and others will not. '

How can I make the type Opportunity Quantity available for my organization?

Hi - was hoping to get a PM to weigh in...I've been working with support for weeks to try to get some of my gaps with the collaborative forecasting product to an acceptable point - executive management is excited at the prospect of implementing forecasting but I still have some challenges.  On my previous question posted June 30, I was trying to report all 3 of my custom forecast types in 1 report, against the management adjusted amounts.  Support has advised me that I need 3 separate reports (1 for each forecast type) and a filter by forecast type API name.  Then I can compare sum of forecast amount to sum of owner only amount. Can someone confirm this is the best/ most valid solution? Also, I am told I can only use custom report type Forecasting Items with no join to Opportunities . This is not optimal because management can't tie the forecast back to opportunities in the report - they would have to rely solely on the forecast tab screen.  Thank you! Anne