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Forecast 関連のまとめ

Last updated at Posted at 2023-08-29

Opportunity Product Forecast Custom Field

Hi, all the documentation I read seems to state it is possible to use a Custom Currency field from the Opp Product to use in a Opportunity Product forecast type. However, when I create the forecast type and select Opportunity Product as the object 'Total Price' is the only available measure to select. How am I able to forecast based on a custom field please?

こんにちは、私が読んだすべてのドキュメントには、商談商品のカスタム通貨フィールドを使用して、商談商品予測タイプで使用できると記載されているようです。ただし、予測タイプを作成し、商談製品をオブジェクトとして選択すると、「合計価格」しか選択できないメジャーになります。カスタム フィールドに基づいて予測するにはどうすればよいですか?

Try contacting Salesforce support - they should clarify, as I see the same behavior

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