Set Up Einstein Forecasting (Beta)

Improve your org’s forecasting accuracy. Add the Einstein Forecasting app permission and enable the feature. This feature is new in both Lightning Experience and Salesforce Classic.
To use Einstein Forecasting, your org must have:
  • Collaborative Forecasting enabled and forecast hierarchy set up
  • Two years of opportunity history using the standard Opportunity object and the Amount and Close Date fields
  • Forecasts set by month, not by quarter, using the Opportunities (Revenue) forecast type
  • Standard fiscal year enabled, not custom fiscal year

User Permissions Needed
To set up Einstein Forecasting: Customize Application AND Modify All Data
Note

Note

This release contains a beta version of Einstein Forecasting, which means it’s a high-quality feature with known limitations. For information on enabling this feature in your org, contact Salesforce. Einstein Forecasting isn’t generally available unless or until Salesforce announces its general availability in documentation or in press releases or public statements. 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. You can provide feedback and suggestions for Einstein Forecasting in the IdeaExchange group in the Trailblazer Community.

  1. If you already use Sales Cloud Einstein, add the Einstein Forecasting app permission, available later in February 2018, to your Sales Cloud Einstein permission set.
  2. From Setup, enter Einstein Forecasting in the Quick Find box, and then select Einstein Forecasting.
  3. Click Enable.
  4. If you’ve customized your org’s Home page, add the performance chart to the Home page manually.