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Zuora Staff

Re: Opportunity Forecasting in Salesforce

@Lana@vasudeva_shenoy

 

We'll need to review the document that was shared internally before we Post on the Communities.

 

Thank you,

Shawn

Community Manager

Re: Opportunity Forecasting in Salesforce

Sure thing! Look forward to seeing it!

Lana Lee | Senior Community Manager and Strategist
"A little consideration, a little thought for others, makes all the difference." —A. A. Milne
Tutor

Re: Opportunity Forecasting in Salesforce

Hi Shawn, did you end up implementing a system to leverage Collab forecasting and Zuora products?

Savvy Scholar

Re: Opportunity Forecasting in Salesforce

Hi Shawn,

 

Was this solution shared in the community yet?  I have a use case for this process as well.

 

Thanks,

Sherry

Community Manager

Re: Opportunity Forecasting in Salesforce

Hi @sah033 and @shiga,

 

Thanks for the reminder! I've checked-in with @Shawn and he's working on it. If you don't hear back from either him or me, feel free to chime in again.

 

Thanks for your patience,

Lana


Lana Lee | Senior Community Manager and Strategist
"A little consideration, a little thought for others, makes all the difference." —A. A. Milne
Zuora Staff

Re: Opportunity Forecasting in Salesforce

@sah033 and @shiga

 

Attached is the design that was proposed for a client around implementing syncing of the Zuora Quote data to the Opportunity Products for Salesforce forecasting.

 

Thank you,

Shawn