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AccountForecastAdjustment

Represents the manual adjustments made to forecast values for a particular account. This object is available in API version 47.0 and later.

Supported Calls

describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search()

Fields

Field Details
AccountProdPeriodForecastId
Type
reference
Properties
Filter, Group, Sort
Description
Lookup to the account product period ID to which adjustments are made for forecast.
AdjustedById
Type
reference
Properties
Filter, Group, Sort
Description
ID of the user who makes the adjustment.
AdjustedByName
Type
string
Properties
Filter, Group, Sort
Description
Name of the user who makes the adjustment.
AdjustmentComments
Type
textarea
Properties
Nillable
Description
Notes provided by the user stating reason for adjustment.

Adjusted comments can be updated along with either AdjustedForecastedQuantity or AdjustedForecastedRevenue.

Note

AdjustmentType
Type
picklist
Properties
Defaulted on create, Filter, Group, Restricted picklist, Sort
Description
States whether adjustment is made to forecast quantity or forecast revenue.
Possible values are:
  • Quantity
  • Revenue

To reset the adjusted quantity or adjusted revenue, deduct 999 from the value. This will reset the adjusted forecast quantity or adjusted forecast revenue to the auto-calculated value.

Note

FromValue
Type
double
Properties
Filter, Nillable, Sort
Description
Value before adjustment.
IsActive
Type
boolean
Properties
Defaulted on create, Filter, Group, Sort
Description
Indicator of whether the adjustment is recorded as part of the edit history or not. Only last three changes, including the auto-calculated value are recorded.
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The most recent date on which this record was referenced.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The most recent date on which this record was viewed.
Name
Type
string
Properties
Filter, Group, idLookup, Sort
Description
Name of the record.
ToValue
Type
double
Properties
Filter, Nillable, Sort
Description
Value after adjustment.