Tag: 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…