Manufacturing Cloud Developer Guide
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AdvAccountForecastSet
Represents the forecast sets that define the forecast
configurations for each business unit or different groups of accounts. With separate
forecast sets at account or business unit level, you can focus on account-specific data
and manage configuration updates for one business unit without impacting any other
business unit’s data.
Parent Type
This type extends the Metadata metadata type and inherits its
fullName field.
File Suffix and Directory Location
AdvAccountForecastSet components have the suffix .advAccountForecastSet and are stored in the AdvAccountForecastSet folder.
Version
AdvAccountForecastSet components are available in API version 53.0 and later.
Special Access Rules
The advanced account forecasting feature setting for Manufacturing Cloud is required to create an advanced account forecast set.
Fields
| Field Name | Description |
|---|---|
| accountFieldName |
|
| calculationFrequency |
|
| description |
|
| dimensions |
|
| displayGroups |
|
| forecastAdjPeriods |
|
| forecastFactObjectName |
|
| forecastFormulas |
|
| forecastPeriodGroupName |
|
| forecastQuantityFieldName |
|
| forecastRevenueFieldName |
|
| forecastSetFieldName |
|
| forecastSetName |
|
| forecastStatusFieldName |
|
| generationDpeDefName |
|
| measureDefinitions |
|
| periodFieldName |
|
| recalculateDpeDefName |
|
| regenerationDpeDefName |
|
| rolloverDpeDefName |
|
| rolloverFrequency |
|
| status |
|
AdvAccountForecastFormula
Represents the formulas that are used to calculate forecast values in real time after applying the DPE calculations. For example, processing forecast rollover for all accounts at the start of a month.
| Field Name | Description |
|---|---|
| endPeriod |
|
| formulaExpression |
|
| formulaType |
|
| startPeriod |
|
AdvAcctForecastAdjPeriod
Represents details about the adjustment period of the advanced account forecast values.
| Field Name | Description |
|---|---|
| adjustmentDayCount |
|
| frequency |
|
| profileName |
|
| startDay |
|
AdvAcctForecastDimension
Represents the dimensions selected for an advanced account forecast set to categorize the data. For example, a business unit requires forecast data for each account aggregated by product and ship-from location.
| Field Name | Description |
|---|---|
| advAcctForecastDimName |
|
| dimensionFieldName |
|
| dimensionSourceName |
|
| hierarchySequenceNumber |
|
AdvAcctForecastMeasureDef
Represents information about the measures to display in the advanced account forecasts grid for the forecast set.
| Field Name | Description |
|---|---|
| advAcctForecastMeasureDefName |
|
| aggregationType |
|
| computationMethod |
|
| forecastDataMeasureName |
|
| forecastMeasureName |
|
| forecastMeasureType |
|
| isAdjustmentTracked |
|
AdvAcctFrcstDisplayGroup
Represents information about the groups for the advanced account forecast set measures or dimensions.
| Field Name | Description |
|---|---|
| advAcctFrcstDisplayGroupName |
|
| displayGroupItems |
|
| displayGroupType |
|
| isDefault |
|
| userProfileName |
|
AdvAcctFrcstDplyGroupItem
Represents information about the items associated with a display group for an advanced account forecast set.
| Field Name | Description |
|---|---|
| advAcctFrcstDplyGroupItemName |
|
| displayOrder |
|
| measureReferenceName |
|
Declarative Metadata Sample Definition
The following is an example of an AdvAccountForecastSet component.
<?xml version="1.0" encoding="UTF-8"?>
<AdvAccountForecastSet xmlns="http://soap.sforce.com/2006/04/metadata" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<calculationFrequency>Quarterly</calculationFrequency>
<forecastAdjPeriods>
<adjustmentDayCount>5</adjustmentDayCount>
<frequency>Quarter</frequency>
<profileName xsi:nil="true"/>
<startDay>1</startDay>
</forecastAdjPeriods>
<forecastFormulas>
<endPeriod>12</endPeriod>
<formulaExpression>6</formulaExpression>
<startPeriod>2</startPeriod>
<formulaType>QUANTITY</formulaType>
</forecastFormulas>
<forecastPeriodGroupName>PeriodGroup1</forecastPeriodGroupName>
<accountFieldName>Account</accountFieldName>
<periodFieldName>Period</periodFieldName>
<forecastQuantityFieldName>ForecastedQuantity</forecastQuantityFieldName>
<forecastRevenueFieldName>ForecastedRevenue</forecastRevenueFieldName>
<forecastFactObjectName>AdvAccountForecastFact</forecastFactObjectName>
<forecastSetFieldName>AdvAcctForecastSetPartner</forecastSetFieldName>
<rolloverFrequency>Monthly</rolloverFrequency>
<forecastStatusFieldName>Status</forecastStatusFieldName>
<description>sample forecast set</description>
<regenerationDpeDefName xsi:nil="true"/>
<rolloverDpeDefName xsi:nil="true"/>
<recalculateDpeDefName xsi:nil="true"/>
<generationDpeDefName xsi:nil="true"/>
<status>Inactive</status>
<forecastSetName>Forecast Set 1</forecastSetName>
<dimensions>
<dimensionFieldName>Account</dimensionFieldName>
<dimensionSourceName>DimSource1</dimensionSourceName>
<hierarchySequenceNumber>1</hierarchySequenceNumber>
<advAcctForecastDimName>DimensionName</advAcctForecastDimName>
</dimensions>
<measureDefinitions>
<forecastDataMeasureName>MeasureName</forecastDataMeasureName>
<advAcctForecastMeasureDefName>Sample Def Name</advAcctForecastMeasureDefName>
<isAdjustmentTracked>true</isAdjustmentTracked>
<forecastMeasureName>Samplemeasure name</forecastMeasureName>
<aggregationType>MINIMUM</aggregationType>
<computationMethod>DATA_PROCESSING_ENGINE_DEFINITION</computationMethod>
<forecastMeasureType>QUANTITY</forecastMeasureType>
</measureDefinitions>
<displayGroups>
<advAcctFrcstDisplayGroupName>Sample Measure Group</advAcctFrcstDisplayGroupName>
<displayGroupType>MEASURE</displayGroupType>
<isDefault>false</isDefault>
<userProfileName xsi:nil="true"/>
<displayGroupItems>
<advAcctFrcstDplyGroupItemName>Sample Quantity</advAcctFrcstDplyGroupItemName>
<measureReferenceName>Sample Def Name</measureReferenceName>
<displayOrder>1</displayOrder>
</displayGroupItems>
</displayGroups>
</AdvAccountForecastSet>The following is an example package.xml that references the previous definition.
<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
<types>
<members>*</members>
<name>AdvAccountForecastSet</name>
</types>
<version>63.0</version>
</Package>Wildcard Support in the Manifest File
This metadata type supports the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.