Salesforce Forecasts + Quotas: Add Custom Data + Reference Data 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 fourth video in our Salesforce Forecasting Series! You will learn how to add reference data columns to the Forecast page. Reference Data columns allow us to display custom data in columns in the Forecast tab. We’ll cover adding columns for a Stretch goal and last year’s actual sales amount, and then we’ll add calculated columns to show how close we are to meeting these custom data points.
This article contains an outline of the steps we cover in this video and the formulas we used in the calculated columns: https://bluninjas.com/?post_type=how-...
If you have not setup Forecasts & Quotas in Salesforce yet, check out our videos and articles containing step-by-step instructions on how to quickly setup this awesome tool for your sales teams.
• Blu Tiger Academy Videos:
○ 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...
○ Salesforce Forecasts + Quotas: Add Calculated Columns to Forecast Page - • Salesforce Forecasts + Quotas: Add Calcula...
• Blu Ninjas Articles:
○ Salesforce Forecasts + Quotas: Initial Setup + Import Quotas - https://bluninjas.com/how-tos/salesfo...
○ Salesforce Forecasts + Quotas: Import Quotas Using Data Loader - https://bluninjas.com/how-tos/salesfo...
○ Salesforce Forecasts & Quotas: Add Calculated Columns to Forecast Page - https://bluninjas.com/how-tos/salesfo...
Salesforce Resources:
Managing External Data to Include in Collaborative Forecasts: https://help.salesforce.com/s/article...
Download most recent version of Data Loader: https://developer.salesforce.com/tool...
Forecasting Column Definitions: https://developer.salesforce.com/docs...
CHAPTERS:
---------------------------------------------------
0:00 Intro
0:26 Requirements for Adding Custom Data
1:25 Prepare Custom Data File for Import
3:00 Create Custom Fields for Custom Data
3:30 Import Forecasting Custom Data with Data Loader
4:36 Create Reference Data Columns in Forecast Type
5:27 Create Calculated Column Based on Custom Reference Data
9:24 Wrap-up
Music:
Song:
Hunt
Night Shifts
You Know I'm Different
All Songs By: Jones Meadow 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/
#salesforce #salesforceadmin #salesforceohana #forecasting #salesforceforecasting #salesoperations #salesforcedeveloper #salesforceturotials #salesforceadmin