AccountForecast

Represents the rolling forecast record of a particular account. The forecast is prepared using data directly from sales agreements, orders, and opportunities. This object is available in API version 47.0 and later.

Supported Calls

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

Fields

Field	Details
AccountId	Type reference Properties Filter, Group, Sort Description ID of the account for which forecast is generated.
DefaultAccountGrowthPercentage	Type percent Properties Filter, Nillable, Sort Description Default value of the account growth metric used to calculate forecast for the first time. The default value is zero.
DefaultMarketGrowthPercentage	Type percent Properties Filter, Nillable, Sort Description Default value of the market growth metric used to calculate forecast for the first time. The default value is zero.
EndDate	Type date Properties Filter, Group, Nillable, Sort Description Date till which forecast is generated and displayed for this account. End Date of an active account forecast must be null. End Date can not be updated. Note
LastCalculatedDate	Type dateTime Properties Filter, Nillable, Sort Description Date on which forecast was last calculated, either automatically or manually.
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 account forecast record.
OwnerId	Type reference Properties Filter, Group, Sort Description Owner of the account. Only the account owner can create the account forecast record. Note
StartDate	Type date Properties Filter, Group, Nillable, Sort Description Date from which forecast is generated and displayed for this account. It is automatically created in active status.
Status	Type picklist Properties Defaulted on create, Filter, Group, Restricted picklist, Sort Description Status of the forecast record. Possible values are: `Active` `Expired` There can be only 1 active account forecast at any time. An existing account forecast must be expired before creating a new one. Active account forecast records must be expired before deleting them. You can’t change status from Expired to Active. Note
TotalAdjustedRevenue	Type double Properties Filter, Nillable, Sort Description Total revenue after manual adjustments are made to the auto-calculated forecast value.
TotalRevenue	Type double Properties Filter, Nillable, Sort Description Total revenue as calculated by the application based on forecast calculations.

Associated Object

This object has the following associated object. Unless noted, it is available in the same API version as this object.

AccountForecastChangeEvent (API Version 62.0): Change events are available for the object.

Manufacturing Cloud Developer Guide

AccountForecast

Supported Calls

Fields

Associated Object