Salesforce Einstein Forecasting

Salesforce Einstein Forecasting

Salesforce Einstein Forecasting improves the Opportunities forecasting accuracy with predictions based on the past Opportunities data.

Steps:

1. Go to “Einstein Forecasting” in Salesforce Setup.

2. Toggle On “Einstein Forecasting”.

3. Click the Setup button in the Optimize Predictions section. Einstein Forecasting Setup Wizard will popup.

4. Complete all the steps in the Einstein Forecasting Setup Wizard. Don’t skip or ignore any steps.

5. Allow 24 – 48 hours to test your forecasting predictions.

6. Go to the Forecasts tab. Check the “Einstein Prediction” column.

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