| CurrencyIsoCode |
- Type
- picklist
- Properties
- Create, Defaulted on create, Filter, Group, Nillable,
Restricted picklist, Sort, Update
- Description
-
The currency code of the adjustment. If omitted, the default is the importing user’s
personal currency.
|
| ForecastCategoryName |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Restricted picklist,
Sort
- Description
-
The category within the sales cycle that an
opportunity is assigned to based on its opportunity
stage. The standard forecast categories are
Pipeline, Best Case, Commit, Omitted, and Closed.
You can add a Most Likely category and can customize
forecast category names in single category rollups.
The forecast categories display information for that
specific category; for example, Best Case only
reflects amounts in the Best Case category.
|
| ForecastOwnerId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort
- Description
-
The ID of the forecast owner.
|
| ForecastingGroupItemId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort
- Description
- If a forecast group is assigned to the forecast type,
the ID of the group value that the owner adjustment
belongs to. This field is a relationship field.
Available in API version 60.0 and later.
- Relationship Name
- ForecastingGroupItem
- Relationship Type
- Lookup
- Refers To
- ForecastingGroupItem
|
| ForecastingItemCategory |
- Type
- picklist
- Properties
- Create, Filter, Group, Sort
- Description
- This field indicates which type of forecast rollup the owner adjustment belongs to.
Depending on whether your organization uses individual
forecast category rollups or cumulative forecast
rollups, you have these possible values for the
ForecastingItemCategory field.
- Individual forecast category
rollups:
-
- PipelineOnly - Rollup from Pipeline
opportunities only.
- BestCaseOnly - Rollup from Best Case
opportunities only. Adjustable.
- MostLikelyOnly - Rollup from Most Likely
opportunities only. Adjustable.
- CommitOnly - Rollup from Commit opportunities
only. Adjustable.
- Cumulative forecast rollups:
-
- OpenPipeline - Rollup from Pipeline + Best
Case + Most Likely + Commit opportunities.
- BestCaseForecast - Rollup from Best Case +
Most Likely + Commit + Closed opportunities.
Adjustable.
- MostLikelyForecast - Rollup from Most Likely +
Commit + Closed opportunities. Adjustable.
- CommitForecast - Rollup from Commit + Closed
opportunities. Adjustable.
- Either cumulative or individual forecast
category rollups:
-
- ClosedOnly - Rollup from Closed opportunities
only.
The ForecastingItemCategory
field differs from the
ForecastCategoryName
field.
- The ForecastCategoryName
field represents the forecast category of the
underlying opportunities rolling up to
forecast amounts. In organizations using
cumulative forecast rollups, the
ForecastCategoryName field
can be null because the cumulative forecast
amounts include opportunities from multiple
forecast categories.
- The new
ForecastingItemCategory field
represents the type of rollup a forecast
amount or adjustment is from. In organizations
using individual forecast category columns, it
contains the individual forecast rollup
categories. In organizations using cumulative
forecast rollups, it contains the cumulative
rollup categories.
When inserting owner adjustments, the values you
insert for ForecastCategoryName
and ForecastingItemCategory
must be compatible with each other. In organizations
using cumulative forecast rollups, the
ForecastCategoryName is
nillable. These pairs are the valid pairs.
- Individual forecast category rollups:
-
-
ForecastCategoryName:
BestCase,
ForecastingItemCategory:
BestCaseOnly
-
ForecastCategoryName:
Commit,
ForecastingItemCategory:
CommitOnly
- Cumulative forecast category rollups:
-
-
ForecastCategoryName:
null,
ForecastingItemCategory:
BestCaseForecast
-
ForecastCategoryName:
null,
ForecastingItemCategory:
CommitForecast
|
| ForecastingItemId |
- Type
- reference
- Properties
- Filter, Group, Sort
- Description
-
The ID of the related ForecastingItem.
|
| ForecastingTypeId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort
- Description
-
The ID of the related ForecastingType.
|
| IsAmount |
- Type
- boolean
- Properties
- Defaulted on create, Filter, Group, Sort
- Description
-
If true, then
the adjustment is made in a revenue amount. If
false, then
IsQuantity must be true.
|
| IsQuantity |
- Type
- boolean
- Properties
- Defaulted on create, Filter, Group, Sort
- Description
-
If true, then
the adjustment is made in a quantity amount. If
false, then
IsAmount must be true.
|
| OwnerAdjustedAmount |
- Type
- currency
- Properties
- Create, Filter, Nillable, Sort, Update
- Description
-
The revenue amount of an individual forecast item,
after an adjustment.
|
| OwnerAdjustedQuantity |
- Type
- double
- Properties
- Create, Filter, Nillable, Sort, Update
- Description
-
The quantity amount of an individual forecast item,
after an adjustment.
|
| OwnerAdjustmentNote |
- Type
- textarea
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
-
A text note providing information about the
adjustment. The maximum length is 255 characters.
This field does not appear in reports.
|
| PeriodId |
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
-
Period ID for the adjustment. Read only.
|
| ProductFamily |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Sort
- Description
-
The Product Family for the adjustment. Read only.
|
| StartDate |
- Type
- date
- Properties
- Create, Filter, Group, Nillable, Sort
- Description
-
The start of the adjustment, expressed as month and
year. The date can include any day in a given month.
Stored using the first date of the month.
|
| Territory2Id |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort
- Description
-
The ID of the territory to forecast on. Available in
API version 43.0 and later.
|
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