Using Custom Data in Workbench

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

Read the full guide

More Custom Data Manager videos

See all Custom Data Manager videos →
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.
Custom Data Manager

Custom Data Manager

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

Trusted by revenue teams at

HoneywellThalesAvery DennisonTeamworksKOREStreetLight Data

We use cookies to understand how you use our site and improve your experience.