Set up Campaign Item Revenue Splits (Forecasts)

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Overview

1 Manage Record Types 

ADvendio offers two record types which you need to enable for your user profiles on the forecast and Campaign Item Revenue Split objects if you like to use BOTH. 

1. Sales Goals (default)
2. Site Goals (disabled in the ADvendio package)
3. Publisher Goals (deprecated 2.101)

2 Configure the Visualforce Page

Set up the  7.2.5.2 Configure the Revenue Forecast VisualForce Page by modifying the correct feature settings.

3 Allow Manual Forecasts (alternatively to 2.)

Alternatively to entering the data on the VFP you can use the standard Salesforce layout. You also have the option to upload the data via data loader or a similar import tool. To access the regular Salesforce page, please open the Setup and use the Object Manager to navigate to the Forecast object and change the New and Edit Button on the Forecast object:

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If you like to save yourself from manually running the apex job after changing certain objects (see above "When to re-run the APEX job") it is also possible to set up Lightning Flows that starts a process to watch which changes have been done and automatically start the job if needed. You can request those flows for free by sending an email to support@advendio.com or by asking one of your ADvendio consultants. Either roll those out yourself or have this done as a paid service by an ADvendio Consultant.

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