Secure Sales Forecasting Using Access Group Rules

Use access group rules to control access for salespeople using the sales forecasting for Redwood user experience. For example, you can secure sales forecasting access for sales managers and sales representatives based on opportunity ownership and their resource hierarchy. Or you can secure sales forecasting access based on forecast territory ownership and the territory hierarchy. Using predefined access group rules, you can also define sales forecasting data access for your custom sales job roles.

Sales Forecast Predefined Access Group Rules

Using access group rules allows you to extend visibility to forecasting data. This can be useful If the territory hierarchy and territory-based reporting and roll-ups are different to the reporting resource hierarchy.

Steps to Enable

If you use default Sales Manager, Sales VP, Sales Representative, Restricted Sales, Sales Administrator and Customer Relationship Management Application Administration job roles, then no additional setup steps are necessary. The Perform Object Sharing Assignment Rule Processing for sales forecast will be automatically scheduled to run.

If you use custom job roles for your sales organization, you must manually associate the appropriate sales forecast rules to your custom job role access groups to setup sales forecast access for your salespeople, operations and administrators. 

Perform Object Sharing Assignment Rule Processing for Sales Forecasts

Tips And Considerations

It is recommended to run the daily Refresh Sales Forecast Dimension process in advance of Perform Object Sharing Assignment Rule Processing so that any changes in resources or territories and their hierarchies are reflected in the access to sales forecasts.

Note: Sales forecasting does not support custom access groups.

Key Resources

See Overview of Access Groups.