Set up Campaign Item Revenue Splits (Forecasts)
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Overview
Table of Contents
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.
- Sales Goals (default)
- Site Goals (disabled in the ADvendio package)
- Publisher Goals (deprecated 2.101)
2 Configure the Visualforce Page
Set up the
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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| Feature Setting Name | AmountToSplit |
|---|---|
| Feature Name | RevenueForecast |
| Value | The API name of field of object RevenueSchedule Campaign Item |
4.2 Split revenue schedule by delivered quantity
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