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AdvAccountForecastSet

Represents an advanced account forecast set. This object is available in API version 56.0 and later.

Where possible, we changed noninclusive terms to align with our company value of Equality. Because changing terms in our code can break current implementations, we maintained this object’s name.

Important

Supported SOAP API Calls

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

Supported REST API Methods

DELETE, GET, HEAD, PATCH, POST, Query

Fields

Field Details
AccountFieldName
Type
picklist
Properties
Filter, Group, Nillable, Restricted picklist, Sort
Description
The field name of the account in an advanced account forecast fact record.
CalculationFrequency
Type
picklist
Properties
Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort
Description
The frequency at which a forecast set is recalculated automatically.
Possible values are:
  • Monthly
  • Quarterly
  • Weekly
  • Yearly
The default value is Monthly.
Description
Type
textarea
Properties
Filter, Group, Nillable, Sort
Description
The description for AdvAccountForecastSet.
DeveloperName
Type
string
Properties
Filter, Group, Sort
Description
The unique name of the advanced account forecast set record.
The unique name of the object in the API. This name can contain only underscores and alphanumeric characters, and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. In managed packages, this field prevents naming conflicts on package installations. With this field, a developer can change the object’s name in a managed package and the changes are reflected in a subscriber’s organization. Label is Record Type Name. This field is automatically generated, but you can supply your own value if you create the record using the API.

When creating large sets of data, always specify a unique DeveloperName for each record. If no DeveloperName is specified, performance may slow while Salesforce generates one for each record.

Note

ForecastFactObjectName
Type
picklist
Properties
Filter, Group, Restricted picklist, Sort
Description
The API name of the entity used as a facts table.
ForecastPeriodGroupId
Type
reference
Properties
Filter, Group, Sort
Description
The Id of the forecast period group associated with an advanced account forecast.
This field is a relationship field.
Relationship Name
ForecastPeriodGroup
Relationship Type
Lookup
Refers To
AdvAcctForecastPeriodGroup
ForecastQuantityFieldName
Type
picklist
Properties
Filter, Group, Nillable, Restricted picklist, Sort
Description
The field name of the forecast quantity in an advanced account forecast fact record.
ForecastRevenueFieldName
Type
picklist
Properties
Filter, Group, Nillable, Restricted picklist, Sort
Description
The field name of the forecast revenue in an advanced account forecast record.
ForecastSetFieldName
Type
picklist
Properties
Filter, Group, Nillable, Restricted picklist, Sort
Description
The field name of the forecast set in an advanced account forecast record.
ForecastSetName
Type
string
Properties
Filter, Group, idLookup, Sort
Description
The name of the forecast set in an advanced account forecast record.
ForecastStatusFieldName
Type
picklist
Properties
Filter, Group, Nillable, Restricted picklist, Sort
Description
The field name of the status in an advanced account forecast fact record.
FullName
Type
string
Properties
Create, Group, Nillable
Description
The full name of the associated advanced account forecast fact record in Metadata API.
Query this field only if the query result contains no more than one record. Otherwise, an error is returned. If more than one record exists, use multiple queries to retrieve the records. This limit protects performance.
GenerationDpeDefNameId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description
The name of the Data Processing Engine definition that generates advanced account forecast fact records.
This field is a relationship field.
Relationship Name
GenerationDpeDefName
Relationship Type
Lookup
Refers To
BatchCalcJobDefinition
Language
Type
picklist
Properties
Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort
Description
The language for AdvAccountForecastSet.
MasterLabel
Type
string
Properties
Filter, Group, Sort
Description
Label for the AdvAccountForecastSet record.
Metadata
Type
complexvalue
Properties
Create, Nillable, Update
Description
The AdvAccountForecastSet’s metadata.
Query this field only if the query result contains no more than one record. Otherwise, an error is returned. If more than one record exists, use multiple queries to retrieve the records. This limit protects performance.
PeriodFieldName
Type
picklist
Properties
Filter, Group, Nillable, Restricted picklist, Sort
Description
The field name of the period in an advanced account forecast fact record.
RecalculateDpeDefNameId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description
The Data Processing Engine definition used to recalculate advanced account forecast fact records.
This field is a relationship field.
Relationship Name
RecalculateDpeDefName
Relationship Type
Lookup
Refers To
BatchCalcJobDefinition
RegenerationDpeDefNameId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description
The Data Processing Engine definition used to regenerate advanced account forecast fact records.
This field is a relationship field.
Relationship Name
RegenerationDpeDefName
Relationship Type
Lookup
Refers To
BatchCalcJobDefinition
RolloverDpeDefNameId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description
The Data Processing Engine definition used to generate rollover advanced account forecast fact records.
This field is a relationship field.
Relationship Name
RolloverDpeDefName
Relationship Type
Lookup
Refers To
BatchCalcJobDefinition
RolloverFrequency
Type
picklist
Properties
Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort
Description
The frequency of rollover of an advanced account forecast records.
Possible values are:
  • Monthly
  • Quarterly
  • Weekly
  • Yearly
The default value is Monthly.
Status
Type
picklist
Properties
Filter, Group, Restricted picklist, Sort
Description
Specifies the status of an advanced account forecast set.
Possible values are:
  • Active
  • Inactive