How to quickly setup Forecasting in Salesforce
6K views · Apr 26, 2022 infallibletechie.com
Just by Toggling on Enable Forecast in Salesforce Setup, we can easily enable Forecasting in Salesforce and Forecasts the Opportunities.
Salesforce Opportunity Team Members
2K views · May 18, 2022 infallibletechie.com
Opportunity Teams in Salesforce help multiple Sales Reps/Users to better collaborate on the opportunities by defining a role for each team member, setting record-level access individually, and viewing teams in list views and reports. Opportunity Teams in Salesforce is easy to setup and allow Sales Reps/Users to collaborate on the opportunities.
Salesforce Forecasts Quotas
105 views · Sep 18, 2024 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2023/06/salesforce-forecasts-quotas.html
Salesforce Einstein Prediction Builder
483 views · Feb 25, 2025 infallibletechie.com
Salesforce Einstein Prediction Builder enables you to create predictions for your records. Blog Post: https://www.infallibletechie.com/2025/02/salesforce-einstein-prediction-builder.html