Salesforce Features
Forecast Delegation
Advanced Delegation and Collaboration on Forecast Information
Professional, Enterprise, and Unlimited Editions
- Empower finance teams and other professionals to access forecast data
- Allow traveling sales managers to delegate forecast maintenance to subordinates
- Enable overlay team members to access relevant forecast information
An organization’s forecast is critical to the accurate prediction and management of top-line results. Key to keeping the forecast process moving forward is the ability for the sales owner to delegate access to other employees who participate in the forecasting and planning process.
Training and Documentation
Feature Details
- Forecast Sharing: With a click of the mouse, you can allow your users to delegate and collaborate on forecast data.
- Delegate Forecast Manager: Need to empower individual users to delegate access to their forecast data? Administrators can grant specific forecast managers the ability to share their forecast data or globally empower all forecast managers.
- Delegate Access: You can grant users empowered with delegate access the appropriate levels of control. Administrators or forecast managers can choose to delegate read only; read/write; or read, write, and submit permissions.
Note: Customizable forecasting must be enabled in order to use the new forecast delegation feature. This feature is disabled by default and requires administrator activation in the set up area of Salesforce.
0 Comments