Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

ForecastingGroup

Represents groups used to roll up forecast totals on the forecasts page. For example, group forecasts by industry or sales type. This object is available in API version 60.0 and later.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

Supported Calls

create(), delete(), describeSObjects(), query(), retrieve(), update(), upsert()

Special Access Rules

Available for forecast types created in Spring ‘24 or later and that are based on the Opportunity and Opportunity Product objects.

You can only add groups to new forecast types.

Fields

Field	Details
DeveloperName	Type string Properties Create, Filter, Group, Sort, Update Description The developer (API) name of the forecast group.
DisplayPosition	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description The order in which forecasting dimensions are displayed on the forecasts page. Each value is unique to a dimension.
ForecastingTypeId	Type reference Properties Filter, Group, Nillable, Sort Description The ID of the forecast type associated with the forecasting group. This field is a relationship field. Relationship Name ForecastingType Refers To ForecastingType
GroupField	Type picklist Properties Create, Filter, Group, Restricted picklist, Sort Description The field name of the custom picklist used as a group. Possible values include custom, single-selection picklists available in SourceObject.
Language	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The language of the custom picklist identified as the group.
MasterLabel	Type string Properties Create, Filter, Group, Sort, Update Description The label for this object, which displays in Setup. The label is in the default language locale for the organization. If there’s no default language locale, the label is in en_US.
SourceObject	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort Description The entity the picklist used for the forecast group is on. Possible values are: `Opportunity` `OpportunityLineItem` `Product2`

Usage

Each forecast group can apply to only one forecast type.

Object Reference for the Salesforce Platform

ForecastingGroup

Supported Calls

Special Access Rules

Fields

Usage