If my organization forecasts by opportunity owner, how do I assure salespeople see their forecasts after importing resources?

If your organization forecasts by opportunity owner and you import salespeople (resources) you must run the Refresh Territories from Resources process. If you're using address, product, or another sales territory dimension to assign opportunities, then you can skip this setup entirely

The Refresh Territories from Resources process runs automatically before each forecasting window. If you run the process immediately after importing sales users, you assure that users get to see forecasts immediately rather than having to wait for the next forecasting period. The process updates the territory hierarchy to match your resource hierarchy, with the resources as territory owners.

1. Click Navigator > Tools > Scheduled Processes.

2. On the Overview page, click Schedule New Process.

3. In the Schedule New Process window, enter Refresh Territories from Resources in the Name field and press Return.

4. Select the process and click OK.