Salesforce Advance Administrator Notes (Collaborative forecast)
May13

Salesforce Advance Administrator Notes (Collaborative forecast)

Forecasting Enabling Forecast Steps Enable Allow Forecast on User Record. <> Set up your Forecasts Hierarchy. <> Enable Quotas <> Enable forecasts adjustments <> Define your forecast range. <> Customize your forecast categories. <> Select the fields that appear in the opportunity pane for each forecast type. <> Set a forecast currency Make Forecast Tab Visible on the respective Profile. Enable Collaborative forecast for the Organization. Setup>> Customize >>Forecasts >>Settings COLLABORATIVE Forecast or Simply FORECAST Collaborative Forecast allows users to track Quota attainment. Forecast categories allow you to group Opportunities together based upon Opportunity Stage. Administrator can enable up to 4 different types of forecasts for your organization simultaneously. Opportunities, Opportunity splits, or Product families Forecast manager can view the forecasts of all the users below them in the Forecast Hierarchy. Forecast managers with “Override forecast” Permission can adjust the forecast of direct subordinates. For best viewing results, keep the Tab Bar Organizerenabled when using Collaborative Forecasts. Access related forecast details, including who made adjustments and original forecast amounts, and adjust these details. If your organization has more than one type of forecast enabled, each forecast type maintains its own separate adjustments. Move up and down through the forecasts hierarchy easily if you’re a forecast manager. View revenue– or quantity-based forecasts. View forecasts in multiple currencies. Use Collaborative Forecasts reports. Include the opportunities of your partner portal users in your forecasts. For Collaborative Forecasts, historical trending comes with a new custom report type designed to highlight forecast changes between five snapshot dates, Quota Data: must be uploaded through the API using version 28.0 or later. Data Loader Tool Quota Data: Revenue and Quantity Quota Data must be loaded separately. Product family as well. Quota Data must be formatted (UserId, Quarter, Currency, Amount, Units) before its loaded. https://help.salesforce.com/apex/HTViewHelpDoc?id=forecasts3_definitions.htm&language=en_US CUSTOMIZABLE Forecast Customizable forecasting is a flexible solution for estimating how much revenue your organization can generate or how many items your organization can sell. With it, you can forecast on a monthly or quarterly basis, use different dates when applying amounts to forecasts, forecast based on revenue or quantity or both, and define additional quotas based on product families. Use customizable forecasts to review your forecast and drill down through your forecast amounts to see the opportunities included in your forecast. Override forecast amounts directly from the opportunity, or override the forecast from the Forecasts tab without notifying users below you in the forecast role hierarchy. To submit a forecast, making a snapshot of the forecast data available in the forecast history and forecast reports Click Forecast History to display the forecast data you submitted in the past. Review your forecast and the forecasts of any direct reports or forecasts...

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Salesforce Advance Administrator Notes (Analytical snapshots)
May12

Salesforce Advance Administrator Notes (Analytical snapshots)

  Analytical snapshots Prepare Analytics snapshots To set up an analytic snapshot, you need a source report and a target object with fields to contain the data in the source report. After you create a source report, target object, target object fields, define your analytic snapshot, and map its fields, you can schedule when it runs. You can schedule an analytic snapshot to run daily, weekly, or monthly so that data from the source report is loaded into the target object when you need it. When the analytic snapshot runs, it adds new records to the target object. After an analytic snapshot has run, you can send an email notification to yourself and other users that includes details about the analytic snapshot run. Tips on Source Reports for Analytic Snapshots If you save a tabular source report with its details hidden, the report will not be available to include in analytic snapshot. Furthermore, if you hide the details of a tabular source report included in an analytic snapshot, the analytic snapshot will fail when it runs. To verify that the details of the tabular source report are not hidden, view the report, click Show Details, and save the report. The Show Details button only displays if the report’s details are hidden. When creating the source report for your analytic snapshot, note the names of the fields you added to the report, as those field names may be useful to you when you create fields on the target object in which to store the report results. You can choose any custom tabular or summary report as the source report, except legacy forecast reports, Quota vs Actual reports, and Leads by Source reports. The Source Report drop-down list does not display standard reports.. You can include up to 100 fields in your source report. You can delete the schedule of when analytic snapshot  You can’t stop or pause an analytic snapshot when it is running, nor can you delete its source report. To delete the source report, you must first remove the report from the analytic snapshot by changing the report in the Source Report drop-down list.. If you select Load No Data in the Fields from Source Report column, no data will load into the corresponding field in the Fields in Target Object column when the analytic snapshot  . The(No fields with compatible data type) field displays in the Fields from Source Report column when a field on the target object does not match the data type of a field on the source report.. Tips on Target Objects for Analytic Snapshots Consider the following when setting up target objects for analytic snapshots: In Enterprise, Unlimited,Performance, and Developer Editions, use field-level security to make the target object’s fields visible to the appropriate users. You can’t delete a custom object...

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