Salesforce Forecasts + Quotas: Add Calculated Columns to Forecast Page
If you found this video helpful, please 🙏 give it a LIKE! 💙 Subscribe for more Salesforce tutorials.
Join this channel to get access to perks:
/ @blutigeracademy
This is the third video in our Salesforce Forecasting Series! You will learn how to add calculated columns in the Forecast tab. Calculated columns allow you to add columns that calculate additional metrics for your revenue teams.
See Blu Ninjas Article for Calculated Column Formulas: https://bluninjas.com/how-tos/salesfo...
Salesforce Resources:
ForecastingColumnDefinition: https://developer.salesforce.com/docs...
Add Custom Calculated Columns to Forecast: https://help.salesforce.com/s/article...
Considerations for Using Custom Columns: https://help.salesforce.com/s/article...
Blu Tiger Academy Resources:
Salesforce Forecasts + Quotas: Initial Setup + Import Quotas: • Salesforce Forecasts + Quotas: Initial Set...
Salesforce Forecasts + Quotas: Import Quotas Using Data Loader: • Salesforce Forecasts + Quotas: Import Quot...
CHAPTERS:
---------------------------------------------------
0:00 Intro
0:18 Overview of Objectives
1:02 Create Gap to Quota Calculated Column
2:54 Create Pipeline Coverage Calculated Column
3:47 Add Custom Columns to Display
4:08 Weight Pipeline Calculated Column Workaround
6:45 Wrap-up
Music:
Song: Sipping on Martinis
By: Sum Wave on Epidemic Sound
Song: Dancing on a Memory
By: Hallman on Epidemic Sound
About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.
Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 8 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem.
Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about.
Follow us on LinkedIn and check out our website for other how to articles:
LinkedIn: / fernandescheryl
Blu Tiger Academy on LinkedIn: / blu-tiger-academy
Blu Ninjas on LinkedIn: / blu-ninjas
Blu Ninjas How To's: https://bluninjas.com/how-tos/
#salesforceturotials #salesforce #salesforceadmin #salesforceflow #salesoperations #salesforcedeveloper #salesforceadministrator