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.