ForecastingCustomCategory

Represents a custom forecasting category used for forecast rollups. This object is available in API version 62.0 and later.

In API version 62.0, this object is available for rollup of Manager Judgments only.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

Supported Calls

describeSObjects(), query(), retrieve()

Fields

Field	Details
CanHaveQuotas	Type boolean Properties Defaulted on create, Filter, Group, Sort Description Indicates whether forecasts in the custom category can have quotas. The default value is `false`. Available in API version 63.0 and later.
Description	Type textarea Properties Filter, Group, Nillable, Sort Description A user-defined description of the custom category.
DeveloperName	Type string Properties Filter, Group, Sort Description The developer name of the custom category.
DisplayPosition	Type int Properties Filter, Group, Nillable, Sort Description Indicates the placement of the custom category column among the other columns on the forecasts page.
ForecastingSourceDefinitionId	Type reference Properties Filter, Group, Nillable, Sort Description The ID of the forecasting source definition. This field is a relationship field. Relationship Name ForecastingSourceDefinition Refers To ForecastingSourceDefinition
ForecastingTypeId	Type reference Properties Filter, Group, Sort Description The ID of the related ForecastingType. This field is a relationship field. Relationship Name ForecastingType Refers To ForecastingType
IsAdjustable	Type boolean Properties Defaulted on create, Filter, Group, Sort Description Indicates whether forecast managers can adjust forecasts in the custom category. The default value is `false`.
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`. The default value is `false`. Available in API version 63.0 and later.
IsHidden	Type boolean Properties Defaulted on create, Filter, Group, Sort Description Indicates whether the custom category is hidden. The default value is `false`. Available in API version 63.0 and later.
IsOwnerAdjustable	Type boolean Properties Defaulted on create, Filter, Group, Sort Description Indicates whether all forecast users can adjust their own forecasts in the custom category, including the territory forecasts that they own. The default value is `false`.
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`. The default value is `false`. Available in API version 63.0 and later.
Language	Type picklist Properties Filter, Group, Restricted picklist, Sort Description The language of the custom category.
MasterLabel	Type string Properties Filter, Group, Sort Description The label for this column. The label is in the default language locale for the organization. If there’s no default language locale, the label is in en_US.
MeasureFieldOverride	Type picklist Properties Filter, Group, Nillable, Restricted picklist, Sort Description The measure that this custom category supports. Possible values are: `Opportunity.Amount` `Opportunity.AmountCustom__c` `Opportunity.AmountRSF__c` `Opportunity.TotalOpportunityQuantity` `OpportunityLineItem.Quantity` `OpportunityLineItem.TotalPrice` `OpportunityLineItem.oliCustomAmount__c` `OpportunityLineItemSplit.SplitAmount` `OpportunitySplit.SplitAmount` `OpportunitySplit.customAmount__c`
UnitOfMeasure	Type string Properties Filter, Group, Nillable, Sort Description The unit of measure for the specified custom category measure. Available in API version 63.0 and later.

Object Reference for the Salesforce Platform

ForecastingCustomCategory

Supported Calls

Fields