Custom Data Manager
3 videos
Setting Up Forecasting Custom Data
How to create custom data fields in Salesforce and add them as columns on your forecast types.
Custom Data Manager
How to use the Custom Data Manager in Akoonu RevWorks to view, edit, and import forecasting custom data.
Using Custom Data in Workbench
How to add custom data fields and build formulas using forecasting custom data in Workbench views.
