Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, 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.

Customizable Forecasting Is Being Retired

Customizable Forecasting is scheduled for retirement as of Summer ’20. After the feature is retired, users can’t access the Customizable Forecasting feature and its underlying data. We encourage you to migrate to Collaborative Forecasts.

Where: This change applies to Salesforce Classic in Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: Review our documentation and follow the instructions for setting up Collaborative Forecasts. If you use the original territory management feature, we also encourage you to migrate to Enterprise Territory Management.