Enable Einstein Forecasting

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

User Permissions Needed
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.

  1. From Setup, enter Assisted Setup in the Quick Find box, and then select Assisted Setup.
  2. If it’s your first time visiting the Sales Cloud Einstein setup page, click Get Started.
    The setup page shows all the steps you need for Sales Cloud Einstein deployment, including how to assign Einstein to users.
  3. Click Set Up next to Einstein Forecasting.
  4. Click Enable.
    Note

    Note

    Einstein uses your org’s existing data to create your custom data model. If org-wide sharing is set to Private for the User object, you may need to give a couple profiles access to users in order to extract relevant information. Make sure the profiles Analytics Cloud Security User and Analytics Cloud Integration User have the View All Users system permission.

  5. If you’ve customized your org’s Home page, add the performance chart to the Home page manually.
    That’s it!
    • 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 page.
    • 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.