AccountForecast

Represents the rolling forecast record of a particular account. The forecast is prepared using data directly from sales agreements, orders, and opportunities. This object is available in API version 47.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

AccountId

Type: reference
Properties: Filter, Group, Sort
Description: ID of the account for which forecast is generated.

DefaultAccountGrowthPercentage

Type: percent
Properties: Filter, Nillable, Sort
Description: Default value of the account growth metric used to calculate forecast for the first time.
Default value: zero

DefaultMarketGrowthPercentage

Type: percent
Properties: Filter, Nillable, Sort
Description: Default value of the market growth metric used to calculate forecast for the first time.
Default value: zero

EndDate

Type: date
Properties: Filter, Group, Nillable, Sort
Description: Date till which forecast is generated and displayed for this account.

End Date of an active account forecast must be null.
End Date can not be updated.

Note

LastCalculatedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: Date on which forecast was last calculated, either automatically or manually.

LastReferencedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The most recent date on which this record was referenced.

LastViewedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The most recent date on which this record was viewed.

Name

Type: string
Properties: Filter, Group, idLookup, Sort
Description: Name of the account forecast record.

OwnerId

Type: reference
Properties: Filter, Group, Sort
Description: Owner of the account.
Only the account owner can create the account forecast record.
Note

StartDate

Type: date
Properties: Filter, Group, Nillable, Sort
Description: Date from which forecast is generated and displayed for this account. It is automatically created in active status.

Status

Type: picklist
Properties: Defaulted on create, Filter, Group, Restricted picklist, Sort
Description: Status of the forecast record.
- There can be only 1 active account forecast at any time.
- An existing account forecast must be expired before creating a new one.
- Active account forecast records must be expired before deleting them.
- You can’t change status from Expired to Active.
Note
Possible values:
- Active
- Expired

TotalAdjustedRevenue

Type: double
Properties: Filter, Nillable, Sort
Description: Total revenue after manual adjustments are made to the auto-calculated forecast value.

TotalRevenue

Type: double
Properties: Filter, Nillable, Sort
Description: Total revenue as calculated by the application based on forecast calculations.

Associated Object

This object has the following associated object. Unless noted, it is available in the same API version as this object.

AccountForecastChangeEvent (API Version 62.0): Change events are available for the object.

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