AccountForecastAdjustment

Represents the manual adjustments made to forecast values for a particular account. This object is available in API version 47.0 and later.

Supported Calls

describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search()

Fields

AccountProdPeriodForecastId

  • Type: reference
  • Properties: Filter, Group, Sort
  • Description: Lookup to the account product period ID to which adjustments are made for forecast.

AdjustedById

  • Type: reference
  • Properties: Filter, Group, Sort
  • Description: ID of the user who makes the adjustment.

AdjustedByName

  • Type: string
  • Properties: Filter, Group, Sort
  • Description: Name of the user who makes the adjustment.

AdjustmentComments

  • Type: textarea
  • Properties: Nillable
  • Description: Notes provided by the user stating reason for adjustment.

    Adjusted comments can be updated along with either AdjustedForecastedQuantity or AdjustedForecastedRevenue.

    Note

AdjustmentType

  • Type: picklist
  • Properties: Defaulted on create, Filter, Group, Restricted picklist, Sort
  • Description: States whether adjustment is made to forecast quantity or forecast revenue.
  • Possible values:
    • Quantity
    • Revenue

To reset the adjusted quantity or adjusted revenue, deduct 999 from the value. This will reset the adjusted forecast quantity or adjusted forecast revenue to the auto-calculated value.

Note

FromValue

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Value before adjustment.

IsActive

  • Type: boolean
  • Properties: Defaulted on create, Filter, Group, Sort
  • Description: Indicator of whether the adjustment is recorded as part of the edit history or not. Only last three changes, including the auto-calculated value are recorded.

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 record.

ToValue

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Value after adjustment.