Migrating from Account Forecasting to Advanced Account Forecasting
Key Takeaway
Turn off Account Forecasting before you rely on Advanced Account Forecasting, because the two running together can disrupt forecast data or cause errors. To bring existing account forecast data across, modify the out-of-the-box Data Processing Engine definitions to include the Account Product Period Forecast object as a data source.
Advanced Account Forecasting is the newer forecasting feature in Agentforce Manufacturing. Its forecasts draw on opportunities, orders, sales agreements, historical orders, and other custom measures. Its calculations use the Data Processing Engine, so they are configurable. Orgs that already use the older Account Forecasting feature move to Advanced Account Forecasting by following a set of migration steps. The first step is to turn the old feature off.
How the two features differ
Account Forecasting and Advanced Account Forecasting are two separate features. Salesforce recommends using Advanced Account Forecasting instead of Account Forecasting. Both are available in Lightning Experience in Enterprise, Unlimited, and Developer Editions.
| Account Forecasting | Advanced Account Forecasting | |
|---|---|---|
| What it forecasts | Account forecasts on orders, opportunities, and sales agreements | The entire account book of business across various time horizons: orders, opportunities, sales agreements, and Program Based Business |
| Forecast calculations | Basic, using only the formula builder | Can be complex and configurable, using the Data Processing Engine plus the formula builder |
| Adjustment periods and frequencies | The same for all users | Set by profile |
| Adjustment traceability | Tracks adjustments only on forecast quantity and revenue | Supports adjustments on any editable measure |
Adjustments work differently after migration, so users who move to Advanced Account Forecasting see the adjustment behavior in the right-hand column.