ForecastingShare

Represents forecasts shared between a forecast manager and a user. Available in API version 44.0 and later.

Supported Calls

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

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
AccessLevel
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort
Description

Whether the user you’re sharing your forecasts with can view and adjust the forecasts or view only. This field is new since the pilot.

Picklist values:
  • ViewAndEdit
  • ViewOnly
SharedForecastManagerRoleId
Type
reference
Properties
Create, Filter, Group, Sort
Description
The ID of either:
  • The role of the manager whose forecasts you want to share.
  • The territory whose forecasts you want to share.
RoleType
Type
picklist
Properties
Filter, Group, Restricted picklist, Sort
Description
The type of hierarchy associated with the forecast share.
  • R - Role-based
  • T - Territory-based
  • Y - Territory2-based
UserOrGroupId
Type
reference
Properties
Create, Filter, Group, Sort
Description

The ID of the user with whom the forecast is shared.

Usage

Use this object to let any stakeholder at your company view and adjust forecast managers’ forecasts.