ForecastingCustomData

Represents forecast data from external sources to display in the forecasts page. For example, risk or last year’s revenue. This object is available in API version 58.0 and later.

This object doesn’t support forecast rollups or adjustments. Number and currency columns are supported only.

Supported Calls

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

Special Access Rules

Available in Enterprise Edition and above, and in Professional Edition with an add-on license. Access to this object requires the Manage Forecasts Custom Data user permission.

Fields

Field	Details
ForecastOwnerId	Type reference Properties Create, Filter, Group, Sort Description The ID of the forecast owner. This field is a relationship field. Relationship Name ForecastOwner Relationship Type Lookup Refers To User
ForecastingGroupItemId	Type reference Properties Create, Filter, Group, Nillable, Sort Description If a forecast group is assigned to the forecast type, the ID of the group value that the custom data belongs to. This field is a relationship field. Available in API version 60.0 and later. Relationship Name ForecastingGroupItem Relationship Type Lookup Refers To ForecastingGroupItem
ForecastingTypeId	Type reference Properties Create, Filter, Group, Sort Description The ID of the forecast type. This field is a relationship field. Relationship Name ForecastingType Relationship Type Lookup Refers To ForecastingType
PeriodId	Type reference Properties Filter, Group, Nillable, Sort Description Read only. Period ID for the custom data. This field is a relationship field. Relationship Name Period Relationship Type Lookup Refers To Period
ProductFamily	Type picklist Properties Create, Filter, Group, Nillable, Sort Description The user-defined product family available to forecast on. Each product family is unique. Possible values are: `[user-defined]`–For example, `Electronics` or `Appliances`. `None`
StartDate	Type date Properties Create, Filter, Group, Sort Description The start of the custom data, 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.

Usage

Each record displays as a custom column on the forecasts summary page.

Object Reference for the Salesforce Platform

ForecastingCustomData

Supported Calls

Special Access Rules

Fields

Usage