What privileges do I need to enable and use Forecasting in Oracle Sales in the Redwood User Experience?

Before you can start configuring Forecasting in Oracle Sales in the Redwood User Experience (Sales in the Redwood UX), you must be an administrator with the assigned, configured job role.

To enable Sales Forecasting for Redwood UX, you must have these privileges:

Privilege and Name	Description
ZSF_SETUP_DIGITAL_SALES_FORECAST Setup Sales Forecasting from Digital Sales (Redwood UX)	Allows setting up sales forecasting and running processes from Redwood UX.
ZSF_EXPORT_IMPORT_DIGITAL_SALES_FORECAST_QUOTAS Export and Import Sales Forecast Quotas from Digital Sales (Redwood UX)	Allows exporting and importing sales forecast quotas from Redwood UX.
ZSF_MANAGE_DIGITAL_SALES_FORECAST_QUOTAS Manage Sales Forecast Quotas from Digital Sales (Redwood UX)	Allows viewing and editing sales forecast quotas from Redwood UX. Note: This privilege isn't a requirement. but rather a recommendation to help show the best of the Sales Forecasting for Redwood UX capabilities.

Before you start using Sales Forecasting for Redwood UX, you must have the Manage Sales Forecast from Digital Sales (ZSF_MANAGE_DIGITAL_SALES_FORECAST) privilege and the View Sales Forecast from Digital Sales (ZSF_VIEW_DIGITAL_SALES_FORECAST) privilege.

Note: Oracle recommends that security administrators don't assign the required privileges to predefined roles directly to users. Instead, make a copy of a predefined role, remove the privileges that your users don't need, and assign users the role that contains only the privileges they need.

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 set up sales forecast access for your salespeople, operations, and administrators. See Secure Sales Forecasts Using Access Group Rules for more information.