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)
Continue reading “Import User Quotas in Amount for Collaborative forecasting”