If you lead a sales team, you know how important it is to know what’s coming. Being able to forecast sales helps you plan, make smart decisions, and grow with confidence. So here’s the big question:
Can AgentForce help with forecasting sales?
Yes—but before it can help, you need to set up forecasting the right way in Salesforce.
“The overarching question we’ll answer in this series is: can AgentForce forecast sales?” – Ben Fankhauser, SOLVD Consultant
This blog post walks through the first step—setting up a forecasting hierarchy.
Forecasting might sound like a buzzword, but it’s actually simple. It helps your team:
✅ See what money is coming in
✅ Make better business decisions
✅ Set goals based on real data
“Forecasting gives your company a clear picture of expected revenue, which is a crucial indicator of performance,” – Ben Fankhauser, SOLVD Consultant
Before AgentForce can help with sales forecasting, you need to get a few things in place.
Go into Setup and type “Forecast.” Click on Forecast Settings and toggle it on. Once forecasting is on, it stays on (which is okay—most teams want this!).
Next, you need to allow certain users to create and view forecasts. Go to Users, click on a name, and check the box called “Allow Forecasting.” Do this for team members who need to see or manage forecasts.
Think of this like a team ladder. The person at the top (like a CEO or VP) can see the numbers from the people directly below them—but not from two or three levels down.
“In forecast hierarchy, you can only see and edit the forecasts for users directly one level below you,” – Ben Fankhauser, SOLVD Consultant
Also, each role can only have one forecast manager. If you have two VPs in the same role, you’ll have to choose who will manage forecasts.
Once everything is set up, you can go into the Sales Console, click Forecasts, and pick your forecast period (monthly, quarterly, etc.). You’ll see the forecasts for people directly under you and use that data to guide your team.
This is just part one of the series. Now that you’ve set up your forecast hierarchy, you’re ready to explore how AgentForce can start helping with the forecasting process itself—saving time, giving better insights, and making planning easier.
Forecasting is more than just guessing—it’s how great teams grow. And with Salesforce and AgentForce working together, it becomes a powerful tool.
Want help setting up forecasting or using AgentForce for better sales planning?
📅 Book a free call with SOLVD.cloud today. Let’s future-proof your sales strategy—starting now.
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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