ForecastingOwnerAdjustment

This object represents an individual forecast user’s adjustment of their own forecast, including territory forecasts they own, via a ForecastingItem. Available in API versions 33 and greater. This object is separate from the ForecastingAdjustment object, which represents managers’ adjustments of subordinates’ and child territories’ forecasts.

This information only applies to Collaborative Forecasts.

Note

Supported Calls

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

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
CurrencyIsoCode	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The currency code of the adjustment. If omitted, the default is the importing user’s personal currency.
ForecastCategoryName	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort Description The category within the sales cycle that an opportunity is assigned to based on its opportunity stage. The standard forecast categories are Pipeline, Best Case, Commit, Omitted, and Closed. You can add a Most Likely category and can customize forecast category names in single category rollups. The forecast categories display information for that specific category; for example, Best Case only reflects amounts in the Best Case category.
ForecastingItemCategory	Type picklist Properties Create, Filter, Group, Sort Description This field indicates which type of forecast rollup the owner adjustment belongs to. Depending on whether your organization uses individual forecast category rollups or cumulative forecast rollups, you have these possible values for the ForecastingItemCategory field. Individual forecast category rollups: PipelineOnly - Rollup from Pipeline opportunities only. BestCaseOnly - Rollup from Best Case opportunities only. Adjustable. MostLikelyOnly - Rollup from Most Likely opportunities only. Adjustable. CommitOnly - Rollup from Commit opportunities only. Adjustable. Cumulative forecast rollups: OpenPipeline - Rollup from Pipeline + Best Case + Most Likely + Commit opportunities. BestCaseForecast - Rollup from Best Case + Most Likely + Commit + Closed opportunities. Adjustable. MostLikelyForecast - Rollup from Most Likely + Commit + Closed opportunities. Adjustable. CommitForecast - Rollup from Commit + Closed opportunities. Adjustable. Either cumulative or individual forecast category rollups: ClosedOnly - Rollup from Closed opportunities only. The ForecastingItemCategory field differs from the ForecastCategoryName field. The ForecastCategoryName field represents the forecast category of the underlying opportunities rolling up to forecast amounts. In organizations using cumulative forecast rollups, the ForecastCategoryName field can be null because the cumulative forecast amounts include opportunities from multiple forecast categories. The new ForecastingItemCategory field represents the type of rollup a forecast amount or adjustment is from. In organizations using individual forecast category columns, it contains the individual forecast rollup categories. In organizations using cumulative forecast rollups, it contains the cumulative rollup categories. When inserting owner adjustments, the values you insert for ForecastCategoryName and ForecastingItemCategory must be compatible with each other. In organizations using cumulative forecast rollups, the ForecastCategoryName is nillable. These are the valid pairs. Individual forecast category rollups: ForecastCategoryName: BestCase, ForecastingItemCategory: BestCaseOnly ForecastCategoryName: Commit, ForecastingItemCategory: CommitOnly Cumulative forecast category rollups: ForecastCategoryName: null, ForecastingItemCategory: BestCaseForecast ForecastCategoryName: null, ForecastingItemCategory: CommitForecast
ForecastingItemId	Type reference Properties Filter, Group, Sort Description The ID of the related ForecastingItem.
ForecastingTypeId	Type reference Properties Create, Filter, Group, Nillable, Sort Description The ID of the related ForecastingType.
ForecastOwnerId	Type reference Properties Create, Filter, Group, Nillable, Sort Description The ID of the forecast owner.
IsAmount	Type boolean Properties Defaulted on create, Filter, Group, Sort Description True indicates that the adjustment is made in a revenue amount. If false, then IsQuantity must be true.
IsQuantity	Type boolean Properties Defaulted on create, Filter, Group, Sort Description True indicates that the adjustment is made in a quantity amount. If false, then IsAmount must be true.
OwnerAdjustedAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The revenue amount of an individual forecast item, after an adjustment.
OwnerAdjustedQuantity	Type double Properties Create, Filter, Nillable, Sort, Update Description The quantity amount of an individual forecast item, after an adjustment.
OwnerAdjustmentNote	Type textarea Properties Create, Filter, Group, Nillable, Sort, Update Description A text note providing information about the adjustment. The maximum length is 140 characters. This field does not appear in reports.
PeriodId	Type reference Properties Filter, Group, Nillable, Sort Description Period ID for the adjustment. Read only.
ProductFamily	Type picklist Properties Create, Filter, Group, Nillable, Sort Description The Product Family for the adjustment. Read only.
StartDate	Type date Properties Create, Filter, Group, Nillable, Sort Description The start of the adjustment, expressed as month and year. The date can include any day in a given month. Stored using the first date of the month.
Territory2Id	Type reference Properties Create, 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 obtain a user’s adjustment detail for a specified ForecastingItem in their own forecast.

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.