#1MinuteTip #SalesforceSummer22 With custom filters, your sales team can filter by standard number, currency, and picklist fields for forecasts to pinpoint the data to study. For example, you can filter forecasts by new business to compare to renewal forecasts. Previously, you could filter only by record type. You can’t filter on custom data types.
References & Useful URLs
- Summer 22 Release Note Article – Choose More Opportunity Fields to Include or Exclude from Your Forecasts