Custom Data Manager

How to use the Custom Data Manager in Akoonu RevWorks to view, edit, and import forecasting custom data.

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Setting Up Forecasting Custom Data

Setting Up Forecasting Custom Data

How to create custom data fields in Salesforce and add them as columns on your forecast types.
Using Custom Data in Workbench

Using Custom Data in Workbench

How to add custom data fields and build formulas using forecasting custom data in Workbench views.

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