ForecastShare

Represents the sharing of a customizable forecast at a given role and territory.

Customizable Forecasting is scheduled for retirement for all customers as of Summer ’20. After the feature is retired, users can’t access the Customizable Forecasting feature and its underlying data. We encourage you to migrate to Collaborative Forecasts. For more information, see Customizable Forecasting Will Be Retired in the Summer ’20 Release. The following information applies to Customizable Forecasting and not Collaborative Forecasts.

Note

Supported Calls

describeSObjects(), query(), retrieve()

Special Access Rules

Customer Portal users can’t access this object.

Fields

The properties available for some fields depend on the default organization-wide sharing settings. The properties listed are true for the default settings of such fields.

Field	Details
AccessLevel	Type picklist Properties Filter, Group, Restricted picklist, Sort Description A value (`Read`, `Edit`, or `All`) that represents the type of sharing being allowed.
CanSubmit	Type boolean Properties Filter, Group, Sort Description Indicates whether the user or group can submit forecasts (`True`) or not (`False`).
RowCause	Type picklist Properties Filter, Group, Restricted picklist, Sort Description Reason that this sharing entry exists. You can create a value for this field in API versions 32.0 and later with the correct organization-wide sharing settings. Valid values include: `Manual`—The User or Group has access because a User has manually shared the forecast with them. `Owner`—The User is the owner of the forecast.
UserOrGroupId	Type reference Properties Filter, Group, Sort Description The ID representing the User or Group being granted access.
UserRoleId	Type reference Properties Filter, Group, Sort Description ID of the UserRole associated with this object.

Usage

This object allows you to determine which users and groups can view or submit forecasts owned by other users.

Object Reference for Salesforce and Lightning Platform

ForecastShare

Supported Calls

Special Access Rules

Fields

Usage