ForecastingShare

Represents forecasts shared between a forecast manager and a user. Available in API version 44.0 and later.

This information applies to Collaborative Forecasts and not to Customizable Forecasting.

Note

Supported Calls

create(), delete(), describeSObjects(), query(), retrieve(), update(), upsert()

Special Access Rules

All users can access this object, so they can see who has shared forecasts with them. Forecast managers can share their forecasts with any Salesforce user at their company. Users with the View All Forecasts permission can see all shared forecasts. Users with Modify All Data can create, read, update, and delete all shared forecasts.

Fields

Field Name	Details
AccessLevel	Type picklist Properties Create, Filter, Group, Restricted picklist, Sort Description Whether the user you’re sharing your forecasts with can view and adjust the forecasts or view only. This field is new since the pilot. Picklist values: `ViewAndEdit` `ViewOnly`
SharedForecastManagerRoleId	Type reference Properties Create, Filter, Group, Sort Description The ID of either of the following: The role of the manager whose forecasts you want to share. The territory whose forecasts you want to share.
RoleType	Type picklist Properties Filter, Group, Restricted picklist, Sort Description The type of hierarchy associated with the forecast share. `R` - Role-based `T` - Territory-based `Y` - Territory2-based
UserOrGroupId	Type reference Properties Create, Filter, Group, Sort Description The ID of the user with whom the forecast is shared.

Usage

Use this object to let any stakeholder at your company view and adjust forecast managers’ forecasts.

Object Reference for Salesforce and Lightning Platform

ForecastingShare

Supported Calls

Special Access Rules

Fields

Usage