Scoping historical versus active data for a manufacturing migration
Key Takeaway
To count sales agreements beyond active status in forecasts, select a Sales Agreements list view of the required statuses as the sales agreement filter. After you load historical orders that start in past schedules into sales agreements whose actuals were already calculated, click Recalculate Actuals on those sales agreements.
Agentforce Manufacturing forecasts can draw on records that describe planned and current business, such as sales agreements, opportunities, and orders. They can also draw on historical data, such as historical orders or figures from an ERP system. Which records count depends on the forecasting feature you use and on settings such as the sales agreement filter. Sales agreement actuals also follow rules about which orders they pick up. When you scope a migration, these rules tell you which historical and active records your forecasts and actuals will actually read.
Two forecasting features
Agentforce Manufacturing offers two forecasting features: Account Forecasting and Advanced Account Forecasting. They draw on different data.
Account Forecasting generates forecasts from orders, opportunities, and sales agreements. Advanced Account Forecasting can use those same sources plus historical orders and other custom measures from Salesforce and beyond. So a requirement to forecast from historical order data points to Advanced Account Forecasting.
Salesforce recommends that new implementations use Advanced Account Forecasting and that existing Account Forecasting implementations plan a migration to it. Salesforce also recommends enabling only one of the two features in an org, not both.