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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// The following starts the creation of the CIRS and, after that is done, the rollup will be automatically started.

ADvendio.CampaignItemRevenueSplit cirs = new ADvendio.CampaignItemRevenueSplit(0);
cirs.rollUpCurrentFiscalYearFilterIsEnabled = false;
Database.executeBatch(cirs, 200);

// The following starts the creation of the CIRS only for one/or more Media Campaign. Just list the IDs.

ADvendio.CampaignItemRevenueSplit.execute(new List<Id>{'a1F2G00000FJKqVUAX'});

4 Modify Amount

In addition to changing the visual force page for the forecast wizard, you can edit the follow settings:

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