AdvAccountForecastSet

Represents a collection of fields to set up an advanced account forecast set. This object is available in API version 53.0 and later.

Supported Calls

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

Fields

AccountFieldName

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The field name for the account in the advanced account forecast fact record.
  • Possible values:
    • AccountId—Advanced Account Forecast Fact:Account ID
    • AcctHierAAFChildAccount__c—Advanced Account Forecast Fact:Child Account
    • AcctHierAAFParentAccount__c—Advanced Account Forecast Fact:Parent Account
    • AdvAcctForecastSetPartnerId—Advanced Account Forecast Fact:Advanced Account Forecast Set Partner ID
    • AdvAcctForecastSetUseId—Advanced Account Forecast Fact:Advanced Account Forecast Set Use ID
    • CH_ParentCategory__c—Advanced Account Forecast Fact:Parent Category
    • CH_ProductCategory__c—Advanced Account Forecast Fact:Product Category
    • CreatedById—Advanced Account Forecast Fact:Created By ID
    • LastModifiedById—Advanced Account Forecast Fact:Last Modified By ID
    • ManufacturingProgramId—Manufacturing Program Variant Forecast Fact:Manufacturing Program ID
    • OwnerId—Advanced Account Forecast Fact:Owner ID
    • PeriodId—Advanced Account Forecast Fact:Period ID
    • ProductId—Advanced Account Forecast Fact:Product ID
    • UserRecordAccessId—Advanced Account Forecast Fact:Object Access Level ID

CalculationFrequency

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The frequency at which the forecast set is recalculated automatically.
  • Default value: Monthly
  • Possible values:
    • Monthly
    • Quarterly
    • Weekly
    • Yearly

Description

  • Type: textarea
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The description of the advanced account forecast set record.

DeveloperName

  • Type: string
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The name of the advanced account forecast set record.

ForecastFactObjectName

  • Type: picklist
  • Properties: Create, Filter, Group, Restricted picklist, Sort, Update
  • Description: The API Name of the object used to store the forecast facts.
  • Possible values:
    • AdvAccountForecastFact—Advanced Account Forecast Fact
    • MfgProgramCpntFrcstFact—Manufacturing Program Component Forecast Fact
    • MfgProgramForecastFact—Manufacturing Program Forecast Fact
    • MfgProgramVariantFrcstFact—Manufacturing Program Variant Forecast Fact

ForecastPeriodGroupId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The forecast period group associated with the advanced account forecast set.

    This is a relationship field.

  • Relationship Name: ForecastPeriodGroup
  • Relationship Type: Lookup
  • Refers To: AdvAcctForecastPeriodGroup

ForecastQuantityFieldName

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The field name for the forecast quantity in the advanced account forecast fact record.
  • Possible values:
    • AcctHierAAFAdjustedAmount__c—Advanced Account Forecast Fact:Adjusted Amount
    • AcctHierAAFAdjustedQuantity__c—Advanced Account Forecast Fact:Adjusted Quantity
    • AcctHierAAFCountryManagerAmount__c—Advanced Account Forecast Fact:Country Manager Amount
    • AcctHierAAFCountryManagerQuantity__c—Advanced Account Forecast Fact:Country Manager Quantity
    • AcctHierAAFRegionalManagerAmount__c—Advanced Account Forecast Fact:Regional Manager Amount
    • AcctHierAAFRegionalManagerQuantity__c—Advanced Account Forecast Fact:Regional Manager Quantity
    • ActualGrossMarginPercent__c—Advanced Account Forecast Fact:Actual Gross Margin Percent
    • ActualProfit__c—Advanced Account Forecast Fact:Actual Profit
    • AdjustedForecastedQuantity—Manufacturing Program Variant Forecast Fact:Adjusted Forecasted Quantity
    • AdjustedForecastedRevenue—Manufacturing Program Forecast Fact:Adjusted Forecasted Revenue
    • CH_AdjustedForecastedQuantity__c—Advanced Account Forecast Fact:Adjusted Forecasted Quantity
    • CH_AdjustedForecastedRevenue__c—Advanced Account Forecast Fact:Adjusted Forecasted Revenue
    • CH_SalesAgreementQuantityFromCategories__c—Advanced Account Forecast Fact:Sales Agreement Quantity from Categories
    • CH_SalesAgreementQuantityFromProducts__c—Advanced Account Forecast Fact:Sales Agreement Quantity from Products
    • CH_SalesAgreementRevenueFromCategories__c—Advanced Account Forecast Fact:Sales Agreement Revenue from Categories
    • CH_SalesAgreementRevenueFromProducts__c—Advanced Account Forecast Fact:Sales Agreement Revenue from Products
    • CostPerUnit__c—Advanced Account Forecast Fact:Cost Per Unit
    • ExpectedProfitPerUnit—Manufacturing Program Component Forecast Fact:Expected Profit Per Unit
    • ExpectedProfitPercent—Manufacturing Program Component Forecast Fact:Expected Profit Percent
    • ExpectedRevenuePerUnit—Manufacturing Program Forecast Fact:Expected Revenue Per Unit
    • FixedCost__c—Advanced Account Forecast Fact:Fixed Cost
    • ForecastedGrossMarginPercent__c—Advanced Account Forecast Fact:Forecasted Gross Margin Percent
    • ForecastedProfit__c—Advanced Account Forecast Fact:Forecasted Profit
    • ForecastedQuantity—Manufacturing Program Variant Forecast Fact:Forecasted Quantity
    • ForecastedRevenue—Manufacturing Program Forecast Fact:Forecasted Revenue
    • LastYearOrderQuantity—Advanced Account Forecast Fact:Last Year Order Quantity
    • LastYearOrderRevenue—Advanced Account Forecast Fact:Last Year Order Revenue
    • MarketSharePercent—Manufacturing Program Variant Forecast Fact:Market Share Percent
    • OpportunityQuantity—Advanced Account Forecast Fact:Opportunity Quantity
    • OpportunityRevenue—Advanced Account Forecast Fact:Opportunity Revenue
    • OrderQuantity—Advanced Account Forecast Fact:Order Quantity
    • OrderRevenue—Advanced Account Forecast Fact:Order Revenue
    • PreviousPeriodProgramQuantity—Manufacturing Program Forecast Fact:Previous Period Program Quantity
    • ProgramQuantity—Manufacturing Program Forecast Fact:Program Quantity
    • SalesAgreementQuantity—Advanced Account Forecast Fact:Sales Agreement Quantity
    • SalesAgreementRevenue—Advanced Account Forecast Fact:Sales Agreement Revenue
    • SellingPricePerUnit—Manufacturing Program Component Forecast Fact:Selling Price Per Unit
    • TotalCostPerUnit—Manufacturing Program Component Forecast Fact:Total Cost
    • TotalCost__c—Advanced Account Forecast Fact:Total Cost
    • TotalFixedCostPerUnit—Manufacturing Program Component Forecast Fact:Total Fixed Cost Per Unit
    • VariableCostPerUnit—Manufacturing Program Component Forecast Fact:Variable Cost Per Unit

ForecastRevenueFieldName

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The field name for the forecast revenue in the advanced account forecast record.
  • Possible values:
    • AcctHierAAFAdjustedAmount__c—Advanced Account Forecast Fact:Adjusted Amount
    • AcctHierAAFAdjustedQuantity__c—Advanced Account Forecast Fact:Adjusted Quantity
    • AcctHierAAFCountryManagerAmount__c—Advanced Account Forecast Fact:Country Manager Amount
    • AcctHierAAFCountryManagerQuantity__c—Advanced Account Forecast Fact:Country Manager Quantity
    • AcctHierAAFRegionalManagerAmount__c—Advanced Account Forecast Fact:Regional Manager Amount
    • AcctHierAAFRegionalManagerQuantity__c—Advanced Account Forecast Fact:Regional Manager Quantity
    • ActualGrossMarginPercent__c—Advanced Account Forecast Fact:Actual Gross Margin Percent
    • ActualProfit__c—Advanced Account Forecast Fact:Actual Profit
    • AdjustedForecastedQuantity—Manufacturing Program Variant Forecast Fact:Adjusted Forecasted Quantity
    • AdjustedForecastedRevenue—Manufacturing Program Forecast Fact:Adjusted Forecasted Revenue
    • CH_AdjustedForecastedQuantity__c—Advanced Account Forecast Fact:Adjusted Forecasted Quantity
    • CH_AdjustedForecastedRevenue__c—Advanced Account Forecast Fact:Adjusted Forecasted Revenue
    • CH_SalesAgreementQuantityFromCategories__c—Advanced Account Forecast Fact:Sales Agreement Quantity from Categories
    • CH_SalesAgreementQuantityFromProducts__c—Advanced Account Forecast Fact:Sales Agreement Quantity from Products
    • CH_SalesAgreementRevenueFromCategories__c—Advanced Account Forecast Fact:Sales Agreement Revenue from Categories
    • CH_SalesAgreementRevenueFromProducts__c—Advanced Account Forecast Fact:Sales Agreement Revenue from Products
    • CostPerUnit__c—Advanced Account Forecast Fact:Cost Per Unit
    • ExpectedProfitPerUnit—Manufacturing Program Component Forecast Fact:Expected Profit Per Unit
    • ExpectedProfitPercent—Manufacturing Program Component Forecast Fact:Expected Profit Percent
    • ExpectedRevenuePerUnit—Manufacturing Program Forecast Fact:Expected Revenue Per Unit
    • FixedCost__c—Advanced Account Forecast Fact:Fixed Cost
    • ForecastedGrossMarginPercent__c—Advanced Account Forecast Fact:Forecasted Gross Margin Percent
    • ForecastedProfit__c—Advanced Account Forecast Fact:Forecasted Profit
    • ForecastedQuantity—Manufacturing Program Variant Forecast Fact:Forecasted Quantity
    • ForecastedRevenue—Manufacturing Program Forecast Fact:Forecasted Revenue
    • LastYearOrderQuantity—Advanced Account Forecast Fact:Last Year Order Quantity
    • LastYearOrderRevenue—Advanced Account Forecast Fact:Last Year Order Revenue
    • MarketSharePercent—Manufacturing Program Variant Forecast Fact:Market Share Percent
    • OpportunityQuantity—Advanced Account Forecast Fact:Opportunity Quantity
    • OpportunityRevenue—Advanced Account Forecast Fact:Opportunity Revenue
    • OrderQuantity—Advanced Account Forecast Fact:Order Quantity
    • OrderRevenue—Advanced Account Forecast Fact:Order Revenue
    • PreviousPeriodProgramQuantity—Manufacturing Program Forecast Fact:Previous Period Program Quantity
    • ProgramQuantity—Manufacturing Program Forecast Fact:Program Quantity
    • SalesAgreementQuantity—Advanced Account Forecast Fact:Sales Agreement Quantity
    • SalesAgreementRevenue—Advanced Account Forecast Fact:Sales Agreement Revenue
    • SellingPricePerUnit—Manufacturing Program Component Forecast Fact:Selling Price Per Unit
    • TotalCostPerUnit—Manufacturing Program Component Forecast Fact:Total Cost
    • TotalCost__c—Advanced Account Forecast Fact:Total Cost
    • TotalFixedCostPerUnit—Manufacturing Program Component Forecast Fact:Total Fixed Cost Per Unit
    • VariableCostPerUnit—Manufacturing Program Component Forecast Fact:Variable Cost Per Unit

ForecastSetFieldName

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The name of the field used to store the forecast set and fact object relation.
  • Possible values:
    • AdvAcctForecastSetPartnerId—Advanced Account Forecast Fact:Advanced Account Forecast Set Partner ID
    • AdvAcctForecastSetUseId—Advanced Account Forecast Fact:Advanced Account Forecast Set Use ID
    • ManufacturingProgramId—Manufacturing Program Variant Forecast Fact:Manufacturing Program ID

ForecastSetName

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: The name of the forecast set.

ForecastStatusFieldName

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The field name for the Status in the advanced account forecast fact record.
  • Possible values:
    • CurrencyIsoCode—Manufacturing Program Variant Forecast Fact:Currency ISO Code
    • ExternalReferenceNumber—Manufacturing Program Variant Forecast Fact:External Reference Number
    • Name—Manufacturing Program Variant Forecast Fact:Manufacturing Program Variant Forecast Fact Name
    • Status—Manufacturing Program Variant Forecast Fact:Status

GenerationDpeDefNameId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The name of the Data Processing Engine definition used to generate advanced account forecast fact records.

    This is a relationship field.

  • Relationship Name: GenerationDpeDefName
  • Relationship Type: Lookup
  • Refers To: BatchCalcJobDefinition

Language

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The combined language and locale ISO code, which controls the language of the advanced account forecast fact set record.

MasterLabel

  • Type: string
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Label for this advanced account forecast set value. This display value is the internal label that doesn't get translated.

NamespacePrefix

  • Type: string
  • Properties: Filter, Group, Nillable, Sort
  • Description: The namespace prefix that is associated with this object. Each Developer Edition org that creates a managed package has a unique namespace prefix. Limit: 15 characters. You can refer to a component in a managed package by using the namespacePrefix__componentName notation. The namespace prefix can have one of the following values.
    • In Developer Edition orgs, NamespacePrefix is set to the namespace prefix of the org for all objects that support it, unless an object is in an installed managed package. In that case, the object has the namespace prefix of the installed managed package. This field’s value is the namespace prefix of the Developer Edition org of the package developer.
    • In orgs that are not Developer Edition orgs, NamespacePrefix is set only for objects that are part of an installed managed package. All other objects have no namespace prefix.

    Available in API version 58.0 and later.

PeriodFieldName

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The field name for the period in the advanced account forecast fact record.
  • Possible values:
    • PeriodId—Manufacturing Program Variant Forecast Fact:Period ID

RecalculateDpeDefNameId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The Data Processing Engine definition used to recalculate advanced account forecast fact records.

    This is a relationship field.

  • Relationship Name: RecalculateDpeDefName
  • Relationship Type: Lookup
  • Refers To: BatchCalcJobDefinition

RegenerationDpeDefNameId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The Data Processing Engine definition used to regenerate advanced account forecast fact records.

    This is a relationship field.

  • Relationship Name: RegenerationDpeDefName
  • Relationship Type: Lookup
  • Refers To: BatchCalcJobDefinition

RolloverDpeDefNameId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The Data Processing Engine definition used to generate rollover advanced account forecast fact records.

    This is a relationship field.

  • Relationship Name: RolloverDpeDefName
  • Relationship Type: Lookup
  • Refers To: BatchCalcJobDefinition

RolloverFrequency

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The frequency of rollover of the advanced account forecast records.
  • Default value: Monthly
  • Possible values:
    • Monthly
    • Quarterly
    • Weekly
    • Yearly

Status

  • Type: picklist
  • Properties: Create, Filter, Group, Restricted picklist, Sort, Update
  • Description: The status of the advanced account forecast set.
  • Possible values:
    • Active
    • Inactive