Salesforce Forecasts: How to Use Forecast Submissions to Capture Point in Time Forecasts

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   In this video, we are going to learn how to use the new feature from Salesforce called Forecast Submissions. If your team is exporting Forecast reports to keep track of what the Forecast was at a specific point in time, then this video is for you! Forecast submissions allow a sales rep or sales manager to submit their forecast on a specific cadence and allow you to easily report on the submission information from Salesforce. You will learn: How to Enable Forecast Submissions How to Use Forecast Submissions Limitations of Forecast Submissions How to Report on Forecast Submissions Limitations: Forecast submissions are allowed only in forecast types that don’t include product family or other forecast groups. Forecast submissions are only available in reports by using the Forecasting Submission object. Blu Ninjas Article: https://bluninjas.com/how-tos/salesfo... Salesforce Resources: Capture Forecasts at a Point in Time with Forecast Submissions https://help.salesforce.com/s/article... Capturing Pipeline Forecasts at a Point in Time: https://help.salesforce.com/s/article... Blu Tiger Academy Resources: Salesforce Forecasts + Quotas Playlist:    • Salesforce Forecasts + Quotas   CHAPTERS: --------------------------------------------------- 0:00 Intro 0:30 Enable Forecast Submissions 1:01 How to Submit a Forecast & View History 2:00 How to View Forecast Submissions from Forecast Tab 3:09 How to report on Forecasting Submissions 5:55 Create a Forecasting Submission with Forecasting Submission Items Report Type 7:22 Create a Forecasting Submission with Forecasting Items Report Type 12:52 Create a Forecasting Submission with Opportunities Report Type 14:56 Wrap-up Music: Song: Why So Gloomy By: Lofive on Epidemic Sound Song: Summer Vibe By: Tomas Sklydeberg on Epidemic Sound Song: Starboard By: Far Orange on Epidemic Sound Song: It Feels Like Summer By: Sum Wave on Epidemic Sound Song: From the Cliffside By: Tape Machines 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 #salesforceflow #salesoperations #salesforcedeveloper #salesforcetutorial #salesforce