Customizable Forecasting in Salesforce | Role Hierarchy for Separate Forecasts

Role Hierarchy for Separate Forecasts

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If using Customizable forecasting there is a seperate forecast role hierarchy.

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The answer is A. True.

When using Customizable Forecasting in Salesforce, there is a separate forecast role hierarchy that can be set up in order to control access to forecast data. This is different from the standard role hierarchy that controls access to other types of data in Salesforce.

The forecast role hierarchy allows administrators to assign specific roles to users, which determines their level of access to forecast data. Users at higher levels in the hierarchy will have access to more data and can override the forecasts of users below them in the hierarchy.

By default, the forecast role hierarchy is based on the standard role hierarchy in Salesforce. However, administrators have the ability to customize the hierarchy to better suit their organization's needs. This can be useful in situations where certain users or teams are responsible for creating forecasts for specific products, regions, or other criteria.

It's important to note that the forecast role hierarchy only applies to Customizable Forecasting. If an organization is using Collaborative Forecasting, there is no separate forecast role hierarchy. In that case, access to forecast data is controlled by the standard role hierarchy in Salesforce.