Tag: Forecast
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Enterprise Territory Management – Key Notes
How to use Apex based sharing to share opportunity using Territories
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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. If we switch from Revenue to Quantity the Quota…
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Import User Quotas in Amount for Collaborative forecasting
In Customizable Forecast, we can add the Quota for user by navigating to User Page and going to Quota related list However in Collaborative Forecasting aka Forecast 3 the only way is using Data Loader. 1. Log-in to the Data Loader and use the Insert function. 2. Click “Show all Salesforce objects and select “Forecasting…