(Beta) Configuring the Open Record Action for Services Forecast Live and Services Forecast Plans Datasets

Warning:

Services Forecasting is Beta functionality in this release. Further development is required to deliver a fully functional solution. Contact Certinia Support.

Revenue Forecasting is unaffected and continues to work in the same way as before.

You must configure the Open Salesforce Record action for the relevant dimensions in the Services Forecast Live and Services Forecast Plans datasets. This is required to:

  • Enable opening source records directly from a forecast.
  • Populate record IDs when sending an adjusted forecast back to Analytics.

For more information about how to configure the Open Salesforce Record action for a dataset, see the Salesforce Help. For a streamlined process, see Replacing the Extended Metadata Files for the Datasets.

We recommend configuring the action for the following dimensions.

Recommended Dimensions and their Record ID Field
Dimension Record ID Field
Account Account ID
Group Group
Level 1 Level 1 ID
Level 2 Level 2 ID
Level 3 Level 3 ID
Level 4 Level 4 ID
Level 5 Level 5 ID
Level 6 Level 6 ID
Milestone Milestone ID
Opportunity Opportunity ID
Practice Practice ID
Project Project ID
Project Manager Project Manager ID
Region Region ID
Resource Resource

Replacing the Extended Metadata Files for the Datasets

To reduce the manual effort and the risk of errors, we have prepared updated metadata files that you can upload to Analytics Studio. This configures the Open Salesforce Record action for the recommended dimensions in the datasets.

To replace the extended metadata files:

  1. Download the following files:

  2. From Analytics Studio, open the PS Cloud Core Analytics app.
  3. For the Services Forecast Live dataset, click Open actions menu for the Services Forecast Live Dataset and then click Edit.
  4. Under Extended Metadata File, next to ServicesForecastLive.xmd.json, click Extended Metadata File Options and then click Replace.
  5. Select the ServicesForecastLive.xmd.json file that you downloaded in step 1. Once the process finishes, the Services Forecast Live dataset is configured.
  6. Open the PS Cloud Core Analytics app.
  7. For the Services Forecast Plans dataset, click Open actions menu for the Services Forecast Plans Dataset and then click Edit.
  8. Under Extended Metadata File, next to ServicesForecastPlans.xmd.json, click Extended Metadata File Options and then click Replace.
  9. Select the ServicesForecastPlans.xmd.json file that you downloaded in step 1. Once the process finishes, the Services Forecast Plans dataset is configured.