Import User Quotas in Quantity (Unit) for Collaborative Forecasting

In Previous article we have seen that how to import Quota in Amount (Revenue) for Collaborative forecasting.  I got many request on how to upload Quota in Units, as in Forecasting tab you can see that there is option to see Forecast in Unit or Amount.

Salesforce Display Forecast as Quantity or Revenue
Salesforce Display Forecast as Quantity or Revenue

If we switch from Revenue to Quantity the Quota of user will show blank user. In this article we will upload User Quota in Quantity.

After Winter 14 release also salesforce has not provided any Out of the box tool to upload quota from User Interface. So in this article also, we will depend on Dataloader. Continue reading “Import User Quotas in Quantity (Unit) for Collaborative Forecasting”