ForecastingItem

This is a read-only object used for individual forecast amounts. Users see amounts based on their perspectives and forecast roles. The amounts users see include one of the following when forecasting in revenue: AmountWithoutAdjustments, AmountWithoutManagerAdjustment, ForecastAmount, OwnerOnlyAmount. The amounts users see include one of the following when forecasting in quantity: QuantityWithoutAdjustments, QuantityWithoutManagerAdjustment, ForecastQuantity, OwnerOnlyQuantity. Available in API versions 26 and greater.

Additionally, note that users:

with the “View All Forecasts” permission have access to all ForecastingItem fields.
without the “View All Forecasts” permission have access to all fields for their own subordinates and child territories.

Other users can see the ForecastingItem object, but not its records.

This information only applies to Collaborative Forecasts.

Note

Supported Calls

describeSObjects(), getDeleted(), getUpdated(), 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
AmountWithoutAdjustments	Type double Properties Filter, Sort, Nillable Description The sum of a person’s owned revenue opportunities and the person's subordinates’ and child territories’ opportunities, without adjustments. Subordinates include everyone reporting up to a person in the role-based forecast hierarchy. This amount is visible only on reports.
AmountWithoutManagerAdjustment	Type double Properties Filter, Sort, Nillable Description The forecast number as seen by the forecast owner. This is the sum of the owner’s revenue opportunities and the owner’s subordinates’ and child territories’ opportunities, including adjustments made by the forecast owner on the owner's or subordinates’ and child territories’ forecasts. It doesn’t include adjustments made by forecast managers above the owner in the forecast hierarchy.
AmountWithoutOwnerAdjustment	Type double Properties Filter, Sort, Nillable Description The forecast amount as seen by the forecast owner without the owner's adjustment. This is the sum of the subordinate's and child territories’ opportunities, including adjustments made by their manager or by the subordinate themselves, plus the rollup of the owner's own opportunities. It doesn’t include adjustments made by the forecast owner.
ForecastAmount	Type double Properties Filter, Sort, Nillable Description The revenue forecast from the forecast manager’s perspective and the sum of the owner’s and subordinates’ and child territories’ opportunities, including all forecast adjustments.
ForecastCategoryName	Type picklist Properties Filter, Group, Nillable, 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 add a Most Likely category and can customize the forecast category names in single category rollups.
ForecastQuantity	Type double Properties Filter, Sort, Nillable Description The quantity forecast from the forecast manager’s perspective and the sum of the owner’s and subordinates’ opportunities, including all forecast adjustments. This field is available in API version 28 and later.
ForecastingItemCategory	Type picklist Properties Filter, Group, Sort Description This field indicates which type of forecast rollup the forecasting item 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.
ForecastingTypeId	Type reference Properties Filter, Group, Sort Description The ID of the related ForecastingType.
HasAdjustment	Type boolean Properties Defaulted on create, Filter, Group, Sort Description A flag that indicates if the forecasting item includes a manager adjustment. This flag is true only when the item includes an adjustment and the user performing the query has read access to the adjustment.
HasOwnerAdjustment	Type boolean Properties Defaulted on create, Filter, Group, Sort Description A flag that indicates if the forecasting item includes an owner adjustment. This flag is true only when the item includes an adjustment and the user performing the query has read access to the adjustment. Available in API versions 33 and greater.
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. This field is available in API version 28 and later.
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. This field is available in API version 28 and later.
IsUpToDate	Type boolean Properties Defaulted on create, Filter, Group, Sort Description A flag indicating whether or not a specific forecasting item reflects current information. For example, if users are making adjustments which are in process, the item won’t be up-to-date.
OwnerId	Type reference Properties Filter, Group, Sort Description The ID of the forecast owner.
OwnerOnlyAmount	Type double Properties Filter, Sort, Nillable Description The sum of a person’s revenue opportunities, without adjustments.
OwnerOnlyQuantity	Type double Properties Filter, Sort, Nillable Description The sum of a person’s quantity opportunities, without adjustments. This field is available in API version 28 and later.
ParentForecastingItemId	Type reference Properties Filter, Group, Nillable, Sort Description The ID of the ForecastingItem that the current item rolls up to.
PeriodId	Type reference Properties Filter, Group, Nillable, Sort Description Period ID for the forecast.
ProductFamily	Type picklist Properties Filter, Group, Nillable, Sort Description The product family of the forecast item. This field is available in API version 29 and later. Read only.
Territory2Id	Type reference Properties Filter, Group, Nillable, Sort Description The ID of the territory to forecast on. Available in API version 43 and later.
QuantityWithoutAdjustments	Type double Properties Filter, Sort, Nillable Description The sum of a person’s owned quantity opportunities and also his or her subordinates’ opportunities, without adjustments. Subordinates include everyone reporting up to a person in the forecast hierarchy. This field is available in API version 28 and later.
QuantityWithoutManagerAdjustment	Type double Properties Filter, Sort, Nillable Description The forecast number as seen by the forecast owner. This is the sum of the owner’s quantity opportunities and subordinates’ opportunities, including adjustments made on the subordinates’ forecasts. It doesn’t include adjustments made by forecast managers above the owner in the forecast hierarchy. This field is available in API version 28 and later.
QuantityWithoutOwnerAdjustment	Type double Properties Filter, Sort, Nillable Description The forecast quantity as seen by the forecast owner without the owner's adjustment. This is the sum of the subordinate's opportunities, including adjustments made by their manager or by the subordinate themselves, plus the rollup of the owner's own opportunities. It doesn’t include adjustments made by the forecast owner. This field is available in API version 38.0 and later.
SubordinateOverrides	Type int Properties Filter, Group, Sort Description The total number of adjustments made to a forecast down the hierarchical chain. For example, User A has a forecast without adjustments. If User A adjusts User B’s forecast, User A’s SubordinateOverrides value is 1. Then if User B adjusts User C’s forecast, User A’s SubordinateOverrides value is 2. If User A removes his adjustment from User B’s forecast, User A’s SubordinateOverrides value is 1. This field is available in API version 38.0 and later.

Usage

Use this object to obtain individual forecast amounts, either with or without adjustments, based on a user’s perspective and forecast role. The ForecastingItem object is visible to all users, but only forecast managers and users above them in the forecast hierarchy can read or write ForecastingAdjustment records.

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.