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Advanced Account Forecasting versus account-based forecasting for demand planning

Key Takeaway

Use Advanced Account Forecasting for new implementations. A company already on Account Forecasting should plan a migration: disable Account Forecasting first, then enable Advanced Account Forecasting, because both shouldn't be enabled in the same org.

Agentforce Manufacturing has two versions of account forecasting for demand planning: the older Account Forecasting and the newer Advanced Account Forecasting. Both show planned and actual values for a set time span, grouped by product, location, or other dimensions, so production and sales teams work from the same picture. In a business design document, you pick the version that fits the discovery requirements and decide how to configure it.

Two versions, one recommendation

Both versions are available in Lightning Experience in Enterprise, Unlimited, and Developer Editions.

Salesforce recommends that new implementations use Advanced Account Forecasting. Salesforce also recommends that customers already using Account Forecasting plan a migration to Advanced Account Forecasting. So in a new business design, Advanced Account Forecasting is the default choice.

Salesforce Accredited Agentforce Manufacturing Professional Study Guide

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