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 of user will show blank user. In this article we will upload User Quota in Quantity.
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 Quota (ForecastingQuota)”. Note: Only Data Loader version 25 and above can be used for importing Quotas in Collaborative Forecasting
3. Select the import csv file and click Next (click OK in the pop-up that shows the number of records detected in the file).
Note: The import csv file should contain the following columns:
Currency ISO Code
Quota Month (Start Date, In Date Format , 10/1/2013 – 1 Oct 2013)