Configuring forecasting only takes a few minutes in Weflow.
Options for field mapping:
Options for pipeline inspection:
Options for customization:
The managed package ensures that Weflow can capture all field changes, updates, and new opportunities being created without relying on field history tracking. In addition, the managed package avoids making API calls - meaning Weflow does not add too many unnecessary API calls to your Salesforce limits.
A) Install for "All Users" to avoid conflicts
B) Approve Third-Party Access
That's it. The whole installation should not take more than five minutes, depending on the size of your Salesforce instance. For technical questions, please reach out to our support team at firstname.lastname@example.org