Perfect.
And now we have enabled our users to use forecast.
How did we do that.
We went to the user detailed page and enabled the forecast option so those users can now use forecast.
Awesome.
Now that we have enabled that users to use a forecast feature the next day important concept that we
need to know about is using forecast hierarchy.
So what this forecast a hierarchy hierarchy.
This storm is actually pretty familiar to us.
How because we already have a rule hierarchy in Salesforce right.
What does it all hierarchy role hierarchy meaning all the users in that ARG.
They are basically placed in the hierarchy and depending upon the rule.
And this is completely up to the business how they define their roles.
So all the users in the hierarchy they have the rules accordingly.
And then based on the rule the hierarchy is set up.
So that does call there's a whole hierarchy and there's a whole hierarchy very much impacts visibility.
So we've already discussed in detail about all those perfect.
So now that we know what role hierarchy is let's understand what is forecast hierarchy.
So are two understandable forecast hierarchy go to set up forecast.
And there you would have forecast hierarchy go to forecast hierarchy and then you can access your forecast
hierarchy information.
So if you see here this is the forecast hierarchy.
And let me expand I and the interesting thing that we see here is that the forecast hierarchy is completely
based on the ruling hierarchy that you have in your system.
So this rule hierarchy and then this is the forecast hierarchy and we see here that this forecast hierarchy
is completely based on the rule hierarchy and also that is one interesting stuff here.
That is that if the user has already got a role defined and then that use it will automatically be added
to the forecast hierarchy.
So among the two users that they have in May are the only does use it has guard the role assigned.
So that is why I'm only able to see me.
Now what let's do this.
Let's assign the role for the other user and then let's see if that user is automatically added to the
forecast hierarchy.
Now I have added the rule I have added the role as V.P. North American sales.
So now to see that what you need to do is you need to click on enable users and he and you'll see that
the user who is there already.
The difference is that the user tool is not the manager here blog saying they use that as a manager
click on assign manager option and then enabled as you said as the forecast manager awesome.
So this user is enabled as they forecast a manager.
So what does that we are trying to understand from this is the forecast hierarchy.
He's automatically pulled from the old hierarchy but just because a person is a manager and he has subordinates
and role hierarchy he doesn't mean that it should be automatically populated in your forecast hierarchy.
You specifically need to go and said the manager and only then he will be the manager and he'll be able
to view the forecast office subordinates.
So this is all about a full forecast hierarchy and how it relates to a whole hierarchy.