Issue :

User is deactivated but still appears in forecast result.

 

Description :

Most salesforce sales users have come across this specific issue where their team member is deactivated but their opportunity is appearing in forecast results.

In theabove-mentionedd image, the user Benjamin Frank is a sales guy who has more opportunities in pipeline. But the user is deactivated and his opportunities are still present in forecast results.

Solution & Explanation :

Even if the user is deactivated, they are still the owners of opportunities and this is the primary reason they are appearing in forecasts . So while deactivating the user, we need to uncheck “Allow Forecasting” option on the user detail page. Reference image below :

P.S.: Your feedback is invaluable.

 

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