ForecastingFact

This is a read-only object linking a ForecastingItem with its opportunities, such as opportunities that share the same owner or forecast category and have a closing date within the period of the forecasting item. Available in API versions 26 and greater.

This information only applies to Collaborative Forecasts.

Note

Supported Calls

describeSObjects(), query(), retrieve()

Special Access Rules

As of Spring ’20 and later, only standard users with the View All Forecasts or Allow Forecasting permission or delegated forecast manager status can access this object.

Fields

Field Name	Details
ForecastCategoryName	Type picklist Properties Filter, Group, Restricted picklist, Sort Description A forecast category is the category within the sales cycle to which an opportunity is assigned based on its opportunity stage. The standard forecast categories are Pipeline, Best Case, Commit, Omitted (not included in forecasts), and Closed. Salesforce admins can customize the forecast category names.
ForecastedObjectId	Type reference Properties Filter, Group, Nillable, Sort Description Contains the Split ID of the forecasted OpportunitySplit object if the forecast data source is opportunity splits or the OpportunityLineItem ID of the forecasted opportunity if the data source is product families. If the data source is product families and the opportunity has no line item, this field is Null. If the forecast data source is opportunities, this field is Null. This field is available in API version 29 and later. Read only.
ForecastingItemId	Type reference Properties Filter, Group, Nillable, Sort Description The ID of the ForecastingItem.
ForecastingTypeId	Type reference Properties Filter, Group, Nillable, Sort Description The ID of the related ForecastingType.
OpportunityId	Type reference Properties Filter, Group, Sort Description The opportunity ID.
OwnerId	Type reference Properties Filter, Group, Sort Description The ID of the opportunity owner.
PeriodId	Type reference Properties Filter, Group, Nillable, Sort Description Period ID for the forecast.
Territory2Id	Type reference Properties Filter, Group, Nillable, Sort Description The ID of the territory to forecast on. Available in API version 43 and later.

Usage

Use this object to get information about opportunities linked to forecasting items.

Beginning with API version 30.0, organizations can have more than one forecasting type enabled. The ForecastingQuota, ForecastingAdjustment, ForecastingOwnerAdjustment, ForecastingItem, and ForecastingFact objects can all have records with different ForecastingTypeId values. Use the ForecastingType object to determine the ID for each forecast type and then filter ForecastingQuota, ForecastingAdjustment, ForecastingItem, or ForecastingFact records as necessary.