Issue :
User is deactivated but still appears in forecast result.
Description :
Most salesforce sales users have come across this specific issue where their team member is deactivated but their opportunity is appearing in forecast results.
In theabove-mentionedd image, the user Benjamin Frank is a sales guy who has more opportunities in pipeline. But the user is deactivated and his opportunities are still present in forecast results.
Solution & Explanation :
Even if the user is deactivated, they are still the owners of opportunities and this is the primary reason they are appearing in forecasts . So while deactivating the user, we need to uncheck “Allow Forecasting” option on the user detail page. Reference image below :
P.S.: Your feedback is invaluable.
Author: CloudFountain
We started as a side business in 1999 and have since grown to become a leading provider of IT solutions for businesses. With around 30 employees across several countries, we offer a wide range of services, including IT support, hosting, and custom software development.Over the years, we have served approximately 1000 customers, ranging from small startups to large enterprises. Our mission is to provide cutting-edge technology solutions that help our clients achieve their business goals. We pride ourselves on our exceptional customer service and attention to detail, and we work closely with each client to understand their unique needs and provide tailored solutions that meet their specific requirements.At CloudFountain, we believe that technology can be a powerful tool for growth and success. That’s why we stay on top of the latest trends and advancements in the industry, so we can provide our clients with the best possible solutions. Whether you need IT support, hosting services, or custom software development, our team of experts is here to help. Contact us today to learn more about how we can help your business succeed.
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