Enablement is a two-step click path: enable Collaborative Forecasts at the org level, then enable the specific user under Forecasts Hierarchy.
- Confirm Collaborative Forecasts is on
Setup, Forecasts Settings. Verify the Enable Forecasts checkbox is on. Without it, no users can be enabled.
- Open Forecasts Hierarchy
Setup, Quick Find, Forecasts Hierarchy. Expand the role tree to find the user.
- Click Enable User next to the name
The action sets ForecastEnabled = true on the User record and inserts the user into the appropriate forecast level.
- Set the manager for the user's role
If the user is the first Forecast User in a role, assign a Forecast Manager so the rollup has somewhere to go.
- Load the quota
Open Setup, Forecasts Quotas, upload the user's quota for the current and future periods, or load to ForecastingQuota via Data Loader.
- Verify in the Forecasts tab
Log in as the user (or have them log in) and confirm the Forecasts tab shows their own grid with their opportunities listed.
- The forecast hierarchy follows the Role tree, not the User.ManagerId field. Fixing reporting in the user record alone does not update forecast roll-ups.
- Disabling a user as a Forecast User does not delete their historical forecast data. Their adjustments and roll-ups remain in ForecastingItem but stop updating after disable.
- Partner Forecast users require the Partner Forecast feature license. Without it, the toggle is greyed out on partner profiles.
- A Forecast User with no quota still appears in the grid but shows zero attainment. Reps often think they are broken; the fix is to load quotas, not to re-enable the user.