SOAP API Developer Guide
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Opportunity Forecast Override Business Rules
Customizable forecasting is the preferred way to track revenue data in Salesforce. If you have customizable forecasting enabled for your organization, users with the “Override Forecast” permission can override forecast amounts for themselves and their direct reports. For more information, see “Overriding Customizable Forecasts” in the Salesforce online help.
You can use the following objects to retrieve opportunity forecast override information.
These read-only objects keep an up-to-date record of the current values related to forecasts, whether those values are inherited directly from the opportunity or reflect an opportunity forecast override. Inherited values are stored in these objects, separate from the opportunity object, to improve performance.
- If an override record exists (whether or not a particular value
is overridden), the following values are used to compute the forecast
for the OwnerId specified in the record.
- Amount
- Quantity
- Forecast Period
- Forecast Category
- Unit Price on LineitemOverride
- OpportunityOverride or LineitemOverride. These objects represent the user's view of the Opportunity or OpportunityLineItem with regard to forecasting, and may reflect overridden values from an opportunity owner or Forecast Manager below the specified user in the Forecast Hierarchy.
- If an override record does not exist, then the values stored in the Opportunity or OpportunityLineItem record are used, and no override information appears to the user.
In the Forecast Hierarchy, one user at each non-leaf level is designated as the Forecast Manager. The Forecast Manager sees the Opportunity Forecast Related List on the Opportunity Detail page when he or she views an opportunity owned by a subordinate user (if that user has the Allow Forecasting permission). A Forecast Manager’s forecasts include contributions from those same subordinates. Other users in the same role as a Forecast Manager only see their own opportunities in their forecasts.