ForecastingType

Used to identify the forecast type associated with ForecastingAdjustment, ForecastingOwnerAdjustment, ForecastingQuota, ForecastingFact, and ForecastingItem objects.

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 30.0.

Available in API version 30.0 and greater.

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

  • 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.
  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort
  • Introduced: API version 38.0
  • Description: Indicates whether a forecast type can show quota information. The default value is false.
  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort
  • Introduced: API version 42.0
  • Description: The date type that forecast amounts are based on. These values are available for forecast types that were available before Summer ’21. These values are available in API version 52.0 and later in Performance Edition and in Unlimited Edition with the Sales Cloud. These values to create forecasts on custom date fields are available in API version 57.0 and later in Performance, Professional, Enterprise, and Unlimited Edition with the Sales Cloud. The custom date field used must be on the opportunity object and based on the date type.
  • Possible values:
    • OpportunityCloseDate — OpportunityCloseDate
    • ProductDate — ProductDate
    • ScheduleDate — ScheduleDate
    • OLIMeasureCloseDateOnly — OLIMeasureCloseDateOnly
    • ProductDateOnly — ProductDateOnly
    • ScheduleDateOnly — ScheduleDateOnly
    • OLIMeasureOppCustomDateOnly — OLIMeasureOppCustomDateOnly
    • OpportunityCustomDate — OpportunityCustomDate
  • Type: string
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The name of the forecasting type. The DeveloperName is called name in the Metadata API and Forecasting Type in custom reports.
  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort
  • Introduced: API version 60.0
  • Description: Indicates whether the forecasting type has a group assignment, and if so, the name of the group. This field is a relationship field.
  • Relationship name: ForecastingGroup
  • Relationship type: relationship
  • Refers to: ForecastingGroup
  • Type: boolean
  • Properties: Defaulted on create, Filter, Group, Sort
  • Introduced: API version 60.0
  • Description: Indicates whether forecast managers can adjust forecasts of their immediate subordinates and child territories. The default value is false.
  • Type: boolean
  • Properties: Defaulted on create, Filter, Group, Sort
  • Introduced: API version 60.0
  • Description: Indicates whether all forecast users can adjust their own forecasts, including the territory forecasts that they own. The default value is false.
  • Default value: false
  • Type: boolean
  • Properties: Create, Defaulted on create, Group
  • Introduced: API version 40.0
  • Description: Indicates whether a forecasts view includes product families. The default value is false.
  • Default value: false
  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the forecasting type is enabled. The default value is false.

  • Type: boolean

  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update

  • Introduced: API version 65.0

  • Default value: false

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort
  • Description: Indicates whether the forecasting type is based on the revenue measure. The default value is false.

  • Type: boolean

  • Properties: Create, Defaulted on create, Filter, Group, Sort

  • Introduced: API version 62.0

  • Default value: false

  • Type: boolean
  • Properties: Defaulted on create, Filter, Group, Sort
  • Introduced: API version 49.0
  • Description: Indicates a legacy forecast type that wasn’t available before Summer ’21. The default value is false.
  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort
  • Description: Indicates whether the forecasting type is based on the quantity measure. The default value is false.
  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The language of the forecasting type.
  • Type: datetime
  • Properties: Create, Filter, Nillable, Sort
  • Introduced: API version 53.0
  • Description: The date when a forecast type was activated. Read only.
  • Type: string
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Controlling label for this forecasting type value. This display value is the internal label that doesn’t get translated.
  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort
  • Introduced: API version 41.0
  • Description: Indicates whether the forecasting type has a split type, and if so, the name of the split type. This field is a relationship field.
  • Relationship name: OpportunitySplitType
  • Relationship type: relationship
  • Refers to: OpportunitySplitType
  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort
  • Introduced: API version 58.0
  • Description: Indicates whether the forecasting type has a product split type, and if so, the name of the product split type. This field is a relationship field.
  • Relationship name: OpptyLineItemSplitType
  • Relationship type: relationship
  • Refers to: OpptyLineItemSplitType
  • Type: picklist
  • Properties: Create, Filter, Group, Restricted picklist, Sort
  • Introduced: API version 41.0
  • Description: Indicates whether the role type has a forecasting type, and if so, which forecasting type.
  • Possible values:
    • R — R — User role-based forecasting type
    • T — T — Territory1-based forecasting type; not used
    • Y — Y — Territory2-based forecasting type
  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort
  • Introduced: API version 41.0
  • Description: Indicates whether the forecasting type has a Territory2 model, and if so, the name of the Territory2 model.
  • Relationship name: Territory2Model
  • Relationship type: relationship
  • Refers to: Territory2Model