ForecastingCustomCategory

Represents a custom forecasting category used for forecast rollups.

In API version 62.0, this object is available for rollup of Manager Judgments only.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Introduced in API version 62.0.

describeSObjects(), query(), retrieve()

• Type: boolean
• Properties: Defaulted on create, Filter, Group, Sort
• Introduced: API version 63.0
• Description: Indicates whether forecasts in the custom category can have quotas. The default value is false.
• Default value: false

• Type: textarea
• Properties: Filter, Group, Nillable, Sort
• Description: A user-defined description of the custom category.

• Type: string
• Properties: Filter, Group, Sort
• Description: The developer name of the custom category.

• Type: int
• Properties: Filter, Group, Nillable, Sort
• Description: Indicates the placement of the custom category column among the other columns on the forecasts page.

• Type: reference

• Properties: Filter, Group, Nillable, Sort

• Description:

  The ID of the forecasting source definition.

  This field is a relationship field.

• Relationship name: ForecastingSourceDefinition

• Relationship type: relationship

• Refers to: ForecastingSourceDefinition

• Type: reference

• Properties: Filter, Group, Sort

• Description:

  The ID of the related ForecastingType.

  This field is a relationship field.

• Relationship name: ForecastingType

• Relationship type: relationship

• Refers to: ForecastingType

• Type: boolean
• Properties: Defaulted on create, Filter, Group, Sort
• Description: Indicates whether forecast managers can adjust forecasts in the custom category. The default value is false.

• Type: boolean
• Properties: Defaulted on create, Filter, Group, Sort
• Introduced: API version 63.0
• Description: If true, then the adjustment is made in a revenue amount. If false, then IsQuantity must be true. The default value is false.

• Type: boolean
• Properties: Defaulted on create, Filter, Group, Sort
• Introduced: API version 63.0
• Description: Indicates whether the custom category is hidden. The default value is false.
• Default value: false

• Type: boolean
• Properties: Defaulted on create, Filter, Group, Sort
• Description: Indicates whether all forecast users can adjust their own forecasts in the custom category, including the territory forecasts that they own. The default value is false.

• Type: boolean
• Properties: Defaulted on create, Filter, Group, Sort
• Introduced: API version 63.0
• Description: If true, then the adjustment is made in a quantity amount. If false, then IsAmount must be true. The default value is false.

• Type: picklist
• Properties: Filter, Group, Nillable, Restricted picklist, Sort
• Description: The language of the custom category.

• Type: string
• Properties: Filter, Group, Sort
• Description: The label for this column. The label is in the default language locale for the organization. If there’s no default language locale, the label is in en_US.

• Type: picklist
• Properties: Filter, Group, Nillable, Restricted picklist, Sort
• Description: The measure that this custom category supports.
• Possible values:
  • Opportunity.Amount — Opportunity.Amount
  • Opportunity.AmountCustom__c — Opportunity.AmountCustom__c
  • Opportunity.AmountRSF__c — Opportunity.AmountRSF__c
  • Opportunity.TotalOpportunityQuantity — Opportunity.TotalOpportunityQuantity
  • OpportunityLineItem.Quantity — OpportunityLineItem.Quantity
  • OpportunityLineItem.TotalPrice — OpportunityLineItem.TotalPrice
  • OpportunityLineItem.oliCustomAmount__c — OpportunityLineItem.oliCustomAmount__c
  • OpportunityLineItemSplit.SplitAmount — OpportunityLineItemSplit.SplitAmount
  • OpportunitySplit.SplitAmount — OpportunitySplit.SplitAmount
  • OpportunitySplit.customAmount__c — OpportunitySplit.customAmount__c

• Type: string
• Properties: Filter, Group, Nillable, Sort
• Introduced: API version 63.0
• Description: The unit of measure for the specified custom category measure.