Share the Power of Territory Forecasts

Forecast managers can now share their territory forecasts with any Salesforce user at their company. Sharing ensures that everyone who needs to can view, adjust, and report on forecasts. Previously, sharing was available for all forecast types except territory forecasts. If territory forecasts are set up, no steps are required to get this enhancement.

Where: This change applies to Lightning Experience in Performance and Developer editions and in Enterprise and Unlimited editions with the Sales Cloud.

Who: Forecast managers assigned to territories can share their territory forecasts.

Why: Here’s an example of how easy it is to share territory forecasts.

Sharing territory forecasts

Jessica, a forecast manager, views her territory forecasts (1) on the forecasts page. She clicks the Share button (2) and selects Brendan to share with (3). Now Brendan can see (4), but not adjust, Jessica’s territory forecasts.

Selecting the shared territory forecasts on the forecasts page

To view the forecasts that Jessica shared, Brendan selects them from the My Shared Forecasts list (5) on the forecasts page.