Create Forecast Hierarchy Configuration
sf_create_forecast_hierarchyAssign a forecast manager to a user to create a forecasting hierarchy, enabling managers to view and adjust forecasts for their reports.
Instructions
Configures a Collaborative Forecasting hierarchy entry by assigning a user as a forecast manager for another user. Forecast managers can view and adjust forecasts for their reports.
managerUsername: username of the forecast manager reporteeUsername: username of the user being managed forecastingType: the forecasting type DeveloperName (e.g. 'OpportunityRevenue')
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| isActive | No | Enable this forecasting type | |
| roleName | No | Role name (informational) | |
| displayCurrency | No | Currency code for display (e.g. 'USD', 'EUR') | USD |
| forecastingType | No | Forecasting type | OpportunityRevenue |