Provide your forecast managers with AI-powered intelligence that improves forecasting
accuracy, predicts results, and tracks how sales teams are doing. To use Einstein Forecasting,
create a permission set with the Sales Cloud Einstein permission set license, enable app
permissions for Einstein Forecasting, and assign the permission set to users.
|Available in: Lightning Experience and Salesforce Classic
|Available with Sales Cloud Einstein, which is available for an extra cost in:
Enterprise, Performance, and Unlimited Editions
|To enable Einstein Forecasting and select who can use it:
||Customize Application AND Modify All Data
Collaborative Forecasting and forecast hierarchy must be set up before you can enable Einstein
Forecasting. To enable users for Einstein Forecasting, make sure they’re enabled to use
Collaborative Forecasting and are assigned as a forecast manager.
From Setup, enter Assisted Setup in the Quick Find box, and then
select Assisted Setup.
If it’s your first time visiting the Sales Cloud Einstein setup page, click Get
The setup page shows all the steps you need for Sales Cloud Einstein deployment, including how to
assign Einstein to users.
Click Set Up next to Einstein Forecasting.
If you’ve customized your org’s Home page, add the performance chart to the Home page
- In Lightning Experience, Einstein Forecasting users see the prediction amount, details,
and graph in the forecasts table. They also see a prediction summary graph on the Home
- In Salesforce Classic, Einstein Forecasting users see the prediction amount and details
in the forecasts table.
- Users with the Einstein Analytics mobile app see the prediction summary graph.