Hands-on Training: Setting Up Collaborative Forecasts
Hands-on Training: Setting Up Collaborative Forecasts
The Collaborative Forecasts product in Salesforce allows your sales team to generate accurate forecasts and track quota attainment. Join us to learn how to enable forecasting for users, configure forecast settings, assign users as forecast managers, and allow users to make forecast adjustments. You should have experience with managing users, creating custom profiles, and setting up role hierarchy to fully participate in this session.