ForecastingFact

This object is read-only and links a ForecastingItem with its opportunities, such as opportunities that share the same owner or forecast category and have a closing date within the period of the forecasting item. Available in API versions 26 and greater.

Supported Calls

describeSObjects(), query(), retrieve()

Special Access Rules

As of Spring ’20 and later, only standard users with the View All Forecasts or Allow Forecasting permission or delegated forecast manager status can access this object.

Fields

Field Name Details
ForecastCategoryName
Type
picklist
Properties
Filter, Group, Restricted picklist, Sort
Description

A forecast category is the category within the sales cycle to which an opportunity is assigned based on its opportunity stage. The standard forecast categories are Pipeline, Best Case, Commit, Omitted (not included in forecasts), and Closed. Salesforce admins can customize the forecast category names.

ForecastedObjectId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description
Contains the Split ID of the forecasted OpportunitySplit object if the forecast data source is opportunity splits or the OpportunityLineItem ID of the forecasted opportunity if the data source is product families. If the data source is product families and the opportunity has no line item, this field is null. If the forecast data source is opportunities, this field is null. This field is available in API version 29 and later. Read-only.
ForecastedSubObjectId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description
Possible values:
  • If the forecast data source is OpportunityLineItemSplit, and the opportunity has line items and line item splits, then this field contains the ID of the forecasted OpportunityLineItemSplit object.
  • If the forecast data source is OpportunityLineItemSplit, and the opportunity has line items but no line item splits, this field contains the ID of the forecasted OpportunitySplit object.
  • If the forecast data source is OpportunityLineItemSchedule, this field contains the OpportunityLineItemSchedule ID of the forecasted opportunity.
  • If the forecast data source is OpportunityLineItemSplit and the opportunity has no line item, this field is null.
  • If the forecast data source is OpportunityLineItemSchedule and the opportunity has no line item, this field is null.
This field is available in API version 58.0 and later. Read-only. This field is a polymorphic relationship field.
Relationship Name
null
Relationship Type
Lookup
Refers To
OpportunityLineItem, OpportunityLineItemSplit
ForecastingItemId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description

The ID of the ForecastingItem.

ForecastingTypeId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description

The ID of the related ForecastingType.

OpportunityId
Type
reference
Properties
Filter, Group, Sort
Description

The opportunity ID.

OwnerId
Type
reference
Properties
Filter, Group, Sort
Description

The ID of the opportunity owner.

PeriodId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description

Period ID for the forecast.

TargetValue
Type
double
Properties
Filter, Nillable, Sort
Description

Target value of the forecast amount.

Territory2Id
Type
reference
Properties
Filter, Group, Nillable, Sort
Description

The ID of the territory to forecast on. Available in API version 43 and later.

Usage

Use this object to get information about opportunities linked to forecasting items.

Beginning with API version 30.0, organizations can have more than one forecasting type enabled. The ForecastingQuota, ForecastingAdjustment, ForecastingOwnerAdjustment, ForecastingItem, and ForecastingFact objects can all have records with different ForecastingTypeId values. Use the ForecastingType object to determine the ID for each forecast type and then filter ForecastingQuota, ForecastingAdjustment, ForecastingItem, or ForecastingFact records as necessary.

Note