Matt Brown has a Bachelor of Science degree in Informatics, with a concentration in Cyber Security, from Indiana University, and a Master of Arts degree in Dispute Resolution from Southern Methodist University. He has worked in Information Technology for three years, spanning Project Management, Customer Relationship Management, Loyalty Marketing, and Business Transformation. Currently, Matt is a Senior Consultant at Etherios where he is responsible for managing the success of business solution implementations for customers. Most recently, Matt has added to his personal staffing model with the addition of Adelyn Marie Brown, born Feb. 14, 2014! Adelyn will undoubtedly add to Matt’s Negotiation and Mediation skill sets
The Salesforce Spring ’14 release notes weigh in at 331 pages. Lucky for you the team at Etherios has read through them all. In the coming weeks, we will share new features and how they can be used to enhance communication and collaboration across your organization.
Salesforce.com has showed a continued focus on Collaborative Forecasts by announcing that there will be no further development done to enhance Customizable Forecasts. Below is a comparison of features between the Customizable and Collaborative Forecasts.
Migrating from Customizable to Collaborative Forecasts
Collaborative Forecasts is the go forward Forecasting method for Salesforce.com. Collaborative Forecasts now comes standard for new organizations and any development work in the foreseeable future will solely focus on enhancing Collaborative Forecasts.
For those organizations looking to migrate from Customizable to Collaborative Forecasting, be sure to review the Salesforce.com Forecast Migration Guide.
Multiple Forecast Types
In the Spring ’14 release, within Collaborative Forecasts, Salesforce.com has included the ability to create up to four Forecast Types. These forecast types give organizations the ability to quickly review and understand sales data within Salesforce.
Organizations can build the following types of forecasts:
- Opportunities based on revenue, quantity, or both
- Opportunity splits based on revenue
- Product Families based on revenue, quantity, or both
Once multiple Forecast Types have been created for an organization, users can view data in each type by selecting the corresponding Custom Forecast View.
Setting up Multiple Forecast Types
Setting up Forecast Types is about as quick as viewing the data itself.
- Customize -> Forecasts -> Settings
- If you have a Forecast Type setup, click Add another Forecast Type, otherwise, click Add a Forecast Type.
- Choose your data source you want to use for the forecast.
- Choose the forecast measurement you want to use—revenue or quantity (if both, you will need to setup a forecast type for each).
- Choose the columns to display in the related opportunities list.
- Click Ok.
Some users won’t see the Spring ’14 release in their org for a few more weeks. Refer to this link to determine when your organization will be upgraded: Spring ’14 Release Dates. For those who are eager to try out some of the new functionality there is still time to get a pre-release org using this link.
Interested in learning more about the features and seeing them at work? Join us on Tuesday, April 8 at 12-1:00pm EST for our Salesforce.com Spring ’14 Release Notes Webinar. We’ll walk through the additions and explain how these features can be used to enhance communication and collaboration across your organization on the Salesforce1 Platform.
Click here to reserve your spot now.
Have questions about the update? Let us know in the comments or tweet us at @etherios.