ForecastingAdjustment

This object represents an individual forecast manager’s adjustment for a subordinate’s or child territory’s forecast via a ForecastingItem. Available in API versions 26.0 and later. This object is different from the ForecastingOwnerAdjustment object, which represents forecast users’ adjustments of their own forecasts, including territory forecasts they own.

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
AdjustedAmount	Type double Properties Create, Filter, Sort, Update Description The revenue amount of an individual forecast item, after an adjustment.
AdjustedQuantity	Type double Properties Create, Filter, Sort, Update Description The quantity amount of an individual forecast item, after an adjustment. This field is available in API version 28.0 and later.
AdjustmentNote	Type textarea Properties Create, Filter, Group, Nillable, Sort, Update Description A text note providing information about the adjustment. The maximum length is 255 characters. This field doesn’t appear in reports.
CurrencyIsoCode	Type picklist Properties Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update Description The currency code of the adjustment. If omitted, the default is the 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.
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 manager adjustment 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
ForecastingItemCategory	Type picklist Properties Create, Filter, Group, Sort Description The category the forecast belongs to. For individual forecast category rollups, the possible values are: `PipelineOnly`—Rollup from Pipeline opportunities only. `BestCaseOnly`—Rollup from Best Case opportunities only. The value in this category is adjustable. `MostLikelyOnly`—Rollup from Most Likely opportunities only. The value in this category is adjustable. `CommitOnly`—Rollup from Commit opportunities only. The value in this category is adjustable. For cumulative forecast rollups, the possible values are: `OpenPipeline`—Rollup from Pipeline, Best Case, Most Likely, and Commit opportunities. `BestCaseForecast`—Rollup from Best Case, Most Likely, Commit, and Closed opportunities. The value in this category is adjustable. `MostLikelyForecast`—Rollup from Most Likely, Commit, and Closed opportunities. The value in this category is adjustable. `CommitForecast`—Rollup from Commit and Closed opportunities. The value in this category is adjustable. For either cumulative or individual forecast category rollups, the possible values are: `ClosedOnly` —Rollup from Closed opportunities only.
ForecastingItemId	Type reference Properties Filter, Group, Sort Description The ID of the related ForecastingItem.
ForecastingTypeId	Type reference Properties Create, Filter, Group, Sort Description The ID of the related ForecastingType.
IsAmount	Type boolean Properties Defaulted on create, Filter, Group, Sort Description If `true`, then the adjustment is made in a revenue amount. If `false`, then IsQuantity must be `true`. This field is available in API version 28.0 and later.
IsQuantity	Type boolean Properties Defaulted on create, Filter, Group, Sort Description If `true`, then the adjustment is made in a quantity amount. If `false`, then IsAmount must be `true`. This field is available in API version 28.0 and later.
OwnerId	Type reference Properties Create,Defaulted on create, Filter, Group, Sort Description The ID of the forecast owner.
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. This field is available in API version 29.0 and later.
StartDate	Type date Properties Create, Filter, Group, 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 43.0 and later.

Usage

Use this object to obtain a manager’s adjustment detail for a specified ForecastingItem. The ForecastingAdjustment 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.

Note

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 manager 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. The following pairs are valid.

For individual forecast category rollups:

ForecastCategoryName: BestCase, ForecastingItemCategory: BestCaseOnly
ForecastCategoryName: MostLikely, ForecastingItemCategory: MostLikelyOnly
ForecastCategoryName: Commit, ForecastingItemCategory: CommitOnly

For cumulative forecast category rollups:

ForecastCategoryName: null, ForecastingItemCategory: BestCaseForecast
ForecastCategoryName: null, ForecastingItemCategory: MostLikelyForecast
ForecastCategoryName: null, ForecastingItemCategory: CommitForecast

Object Reference for the Salesforce Platform

ForecastingAdjustment

Supported Calls

Special Access Rules

Fields

Usage

See Also