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AccountForecastSettings

Represents settings that define the generation of account forecasts and their display on the account’s record page. These settings also define the periods during which the account forecast values can be edited and the formula definitions for account forecast calculations. Available in API version 47.0 and later.

Supported SOAP Calls

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

Supported REST HTTP Methods

GET, POST, PATCH, PUT

Fields

Field	Details
AcctPrdctPrdFrcstVolCnt	Type int Properties Filter, Group, Nillable, Sort Description Number of existing records in the `AccountProductPeriodForecast` object. Available in API version 49.0 and later.
CalculationFrequency	Type picklist Properties Defaulted on Create, Filter, Group, Restricted picklist, Sort Description Source from which frequency of account forecast recalculation is derived. Valid values are: `Monthly` (default) `Quarterly`
DeveloperName	Type string Properties Filter, Group, Sort Description The developer name for AccountForecastSettings.
DisplayDuration	Type int Properties Filter, Group, Sort Description The number of periods for which the forecast is generated and displayed.
DisplayedForecastMetrics	Type textarea Properties Filter, Sort Description The quantity metrics that are selected for display in the account forecast in a specified sequence. There can be a maximum of 10 comma-separated metric names in this list.
DisplayedRevenueMetrics	Type textarea Properties Filter, Sort Description The revenue metrics that are selected for display in the account forecast in a specified sequence. There can be a maximum of 10 comma-separated metric names in this list.
EditsAllowedFor	Type int Properties Filter, Group, Nillable, Sort Description The number of days either during the start or the end of a period when an account forecast’s values can be edited.
ForecastFrequency	Type picklist Properties Defaulted on Create, Filter, Group, Restricted picklist, Sort Description Source from which frequency of account forecast generation is derived. You can select a start period from when to consider data for account forecast generation and the number of periods for which forecast is generated. Valid values are: `Monthly` (default) `Quarterly`
FullName	Type string Properties Create, Group, Nillable Description The unique name used for these account forecast settings. The FullName can contain only underscores and alphanumeric characters. It must be unique, begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. 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.
HasOpportunityItemSchedule	Type boolean Properties Defaulted on create, Filter, Group, Sort Description Indicates whether to use the probability of opportunity schedules associated with accounts to calculate forecast values (`true`) or not to use the probability of opportunities associated with accounts to calculate forecast (`false`). The default value is `false`. Available in API version 50.0 and later.
HasOpportunityProbability	Type boolean Properties Create, Filter, Group, Sort Description Indicates whether to use the probability of opportunities associated with accounts to calculate forecast values (`true`) or not use the probability of opportunities associated with accounts to calculate forecast (`false`). The default is `false`. Available in API version 50.0 and later.
IsEditableAtStartOfPeriod	Type boolean Properties Defaulted on Create, Filter, Group, Sort Description Indicates whether the account forecast can be adjusted at the start of the adjustment period (`true`) or cannot be adjusted at the start of the adjustment period (`false`). The default is `false`.
Language	Type picklist Properties Defaulted on Create, Filter, Group, Nillable, Restricted picklist, Sort Description The language of the account forecast settings.
MasterLabel	Type string Properties Filter, Group, Sort Description Master label for AccountForecastSettings. This internal label doesn’t get translated.
Metadata	Type complexvalue Properties Create, Nillable, Update Description The corresponding metadata value.
PrimaryNotifEmailAddress	Type email Properties Filter, Group, Nillable, Sort Description The email address to which notifications are sent.
RecalculateAllFrcstCnt	Type int Properties Filter, Group, Nillable, Sort Description The number of times account forecasts are recalculated for all the eligible accounts in an org. Available in API version 49.0 and later.
RegenerateForecastCnt	Type int Properties Filter, Group, Nillable, Sort Description The number of times account forecasts are regenerated for all the eligible accounts in an org. Available in API version 49.0 and later.
SalesAgreementFilterId	Type string Properties Filter, Group, Nillable, Sort Description Specifies the list view having a filtered list of sales agreements. Only the sales agreements in the entered list view are eligible for account forecasting. Available in API version 50.0 and later.
SecondaryNotifEmailAddress	Type email Properties Filter, Group, Nillable, Sort Description The second email address to which notifications are sent.
StartingPeriod	Type int Properties Filter, Group, Sort Description The number of periods to go back from the current date for account forecast generation.

Manufacturing Cloud Developer Guide

AccountForecastSettings

Supported SOAP Calls

Supported REST HTTP Methods

Fields