Forecast – Jitendra Zaa

Enterprise Territory Management – Key Notes

Jitendra — Tue, 12 Feb 2019 03:45:11 +0000

Enterprise Territory management is used to share Account and its related opportunity and Cases.
Account can have multiple Territories.
User can have multiple Territories
Opportunity can have only 1 Territory. Think about it – If Opportunity allowed to have multiple Territory, how revenue would be split between multiple Territory and what would be business rules ?
Territory enables “My Territories” and “My Team’s Territory” filter in Account and Opportunity list View.
While creating Territory, we can decide access to Account, Opportunity and Case. Depending on OWD, access can be private, read only and read write.
Enterprise Territory Management does not support overlay forecast unlike Roles. However we can create report on Opportunity split object.
Overlay forecast (Revenue sharing) is not supported because Opportunity can have only one territory and therefore only 1 revenue maker.
Maximum Territory that can be defined is around 99k unlike maximum role 10k.
Custom Field (but not lookup) can be created in Territory2 object.
Territory related list appears on user and Account records.
You cannot create lookup to Territory objects.
Territory to Opportunity can be assigned using Apex class plugin

Enable Territory based Forecast

Mark user as “Allowed Forecast”
Add user as Territory Team member
Add user as Forecast Manager in Territory

Apex Based Sharing of Opportunity using Territory

For Apex based sharing, we use user of public group Id to share record. If we want to share Opportunity using Territory then there is quick code for that. If we click on manual share button on Opportunity, it will show an option to choose between user, public group, territory and territory with subordinates.

There is no clear documentation, but what I found that when we share using Territory, Salesforce internally creates public group for that territory and assigns that public group to Opportunity.

So, first step is to find public group created for territory. Below code showcase how it can be done.

References :

OpportunityShare object reference
Understanding Sharing
Sharing records using Apex

Import User Quotas in Quantity (Unit) for Collaborative Forecasting

Jitendra — Thu, 07 Nov 2013 06:33:03 +0000

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

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.

Important Note :

If you want to upload Quota in Quantity, version of Dataloader must be above 28. In this article, i have used DataLoader version 29.
At one time, we can either insert Quota in Amount or Quantity.
If you want to use field Product Family, you must enable “Forecasting for Product Family”

As seen in previous article, Object used for upload Quota is “ForecastingQuota” which will be visible in Dataloader, if we select “Show all Salesforce Object”.

Import Quota Using DataLoader for Forecast 3

You will find below fields available for mapping in Dataloader :

Start Date (Quota is for Which month ?)
Currency ISO Code (ISO Code of Currency of Amount)
Quota Amount (Quota of users in Amount)
Quota OwnerId (Quota belongs to Which User ?)
Product Family (If Forecasting for Product (Winter 14) is enabled then you can use it)
Quota Quantity (Quota of users in Unit)

We have to create CSV file, map field and insert. I hope this tutorial will explain all you need to upload Quota in Quantity.

Uploading Forecast Quota in Unit

Please find below Sample csv files to upload Quota in Collaborative Forecasting :

Import User Quotas in Amount for Collaborative forecasting

Jitendra — Sun, 24 Feb 2013 03:45:27 +0000

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 Amount
Owner ID
Quota Month (Start Date, In Date Format , 10/1/2013 – 1 Oct 2013)

Import Quota Using DataLoader for Forecast 3

4. Click “Create or Edit a Map”.
5. Click “Auto-Match Fields to Columns” or drag-and-drop to specify field mapping.
6. Close the mapping window and click Next.
7. Select a directory on where the error and success files will be saved.
8. Click Finish.

Note : While importing quota, on safer side, don’t select date as first of any month instead use 2nd or 3rd of month. Otherwise, it may happen that Quota of February will be inserted in month of January.

After Importing Quota, you can see in Forecast Tab for that User.

Forecast In Forcasting 3

You can see list of all supported currency by Salesforce here. (After writing this article, it might be possible that supported currencies are updated, so its suggested to visit Salesforce documentation)

You may also like to see my latest article on “Import User Quotas in Quantity (Unit) for Collaborative Forecasting“.