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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Collaborative forecasts


Forecasting is a process of making an estimation of the future, based on the existing and historical data, and most commonly, by the analysis of trends. It plays a major part in the financial planning of company business. It also measures your company growth and success. Forecasts in Salesforce provide an actual insight to tracking the sales effort and help an organization to modify the sales processes and monitor the sales pipeline. It also provides a complete picture of the organization's sales pipeline as well as the individual efforts of the sales team. Collaborative forecasting is the process of gathering and merging the information from different sources inside and outside the organization in order to come up with a single unified statement. In other words, collaborative forecast allows a sales team to generate accurate forecasts and track quota attainment.

On the forecast page, the amounts are totals and subtotals of the opportunities in the four different...

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