{"id":3201,"date":"2013-02-24T09:15:27","date_gmt":"2013-02-24T03:45:27","guid":{"rendered":"http:\/\/JitendraZaa.com\/blog\/?p=3201"},"modified":"2013-02-24T09:15:27","modified_gmt":"2013-02-24T03:45:27","slug":"import-user-quotas-for-collaborative-forecasting","status":"publish","type":"post","link":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/import-user-quotas-for-collaborative-forecasting\/","title":{"rendered":"Import User Quotas in Amount for Collaborative forecasting"},"content":{"rendered":"<p style=\"text-align: justify;\">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.<\/p>\n<p style=\"text-align: justify;\">1. Log-in to the Data Loader and use the Insert function.<br \/>\n2. Click &#8220;Show all Salesforce objects and select &#8220;Forecasting Quota (ForecastingQuota)&#8221;.<br \/>\n<strong>Note:<\/strong> Only Data Loader version 25 and above can be used for importing Quotas in Collaborative Forecasting<br \/>\n3. Select the import csv file and click Next (click OK in the pop-up that shows the number of records detected in the file).<\/p>\n<p><strong>Note:<\/strong> The import csv file should contain the following columns:<\/p>\n<ul>\n<li>Currency ISO Code<\/li>\n<li>Quota Amount<\/li>\n<li>Owner ID<\/li>\n<li>Quota Month (Start Date, In Date Format , 10\/1\/2013 &#8211; 1 Oct 2013)<\/li>\n<\/ul>\n<figure id=\"attachment_3203\" aria-describedby=\"caption-attachment-3203\" style=\"width: 567px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2013\/02\/Import-Quota-Using-DataLoader.png?ssl=1\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\" wp-image-3203 \" alt=\"Import Quota Using DataLoader\" src=\"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2013\/02\/Import-Quota-Using-DataLoader.png?resize=567%2C504&#038;ssl=1\" width=\"567\" height=\"504\" \/><\/a><figcaption id=\"caption-attachment-3203\" class=\"wp-caption-text\">Import Quota Using DataLoader for Forecast 3<\/figcaption><\/figure>\n<p><!--more--><\/p>\n<p>4. Click &#8220;Create or Edit a Map&#8221;.<br \/>\n5. Click &#8220;Auto-Match Fields to Columns&#8221; or drag-and-drop to specify field mapping.<br \/>\n6. Close the mapping window and click Next.<br \/>\n7. Select a directory on where the error and success files will be saved.<br \/>\n8. Click Finish.<\/p>\n<p><strong>Note :<\/strong> While importing quota, on safer side,\u00a0don&#8217;t\u00a0select 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.<\/p>\n<p>After Importing Quota, you can see in Forecast Tab for that User.<\/p>\n<figure id=\"attachment_3204\" aria-describedby=\"caption-attachment-3204\" style=\"width: 617px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2013\/02\/Forecast-In-Forcasting-3.png?ssl=1\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\" wp-image-3204  \" alt=\"Forecast In Forcasting 3\" src=\"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2013\/02\/Forecast-In-Forcasting-3.png?resize=617%2C260&#038;ssl=1\" width=\"617\" height=\"260\" \/><\/a><figcaption id=\"caption-attachment-3204\" class=\"wp-caption-text\">Forecast In Forcasting 3<\/figcaption><\/figure>\n<p><a href=\"https:\/\/jitendrazaa.com\/blog\/wp-content\/uploads\/2013\/02\/List-Of-Currency.txt\">You can see list of all supported currency by Salesforce here<\/a>. (After writing this article, it might be possible that supported currencies are updated, so its suggested to visit Salesforce documentation)<\/p>\n<p>You may also like to see my latest article on &#8220;<a title=\"Import User Quotas in Quantity (Unit) for Collaborative Forecasting\" href=\"https:\/\/jitendrazaa.com\/blog\/salesforce\/import-user-quotas-in-quantity-unit-for-collaborative-forecasting\/\">Import User Quotas in Quantity (Unit) for Collaborative Forecasting<\/a>&#8220;.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 &#8220;Show all Salesforce objects and select &#8220;Forecasting [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"jz_research_post":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[23,9],"tags":[72,104,163,331],"class_list":["post-3201","post","type-post","status-publish","format-standard","hentry","category-configuration","category-salesforce","tag-dataloader","tag-forecast","tag-quota","tag-salesforce"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack-related-posts":[{"id":3586,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/import-user-quotas-in-quantity-unit-for-collaborative-forecasting\/","url_meta":{"origin":3201,"position":0},"title":"Import User Quotas in Quantity (Unit) for Collaborative Forecasting","author":"Jitendra","date":"November 7, 2013","format":false,"excerpt":"In Previous article we have seen that how to import Quota in Amount (Revenue) for Collaborative forecasting. \u00a0I 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\u2026","rel":"","context":"In &quot;Salesforce&quot;","block_context":{"text":"Salesforce","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/"},"img":{"alt_text":"Salesforce Display Forecast as Quantity or Revenue","src":"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2013\/11\/Salesforce-Display-Forecast-as-Quantity-or-Revenue.png?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":3218,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/salesforce-interview-question-part-15\/","url_meta":{"origin":3201,"position":1},"title":"Salesforce Interview Question \u2013 Part 15","author":"Jitendra","date":"May 24, 2013","format":false,"excerpt":"141 : User Wants to set the starting day in Calendar as \"Monday\" instead of \"Sunday\". How to get it done? Ans : Change the user locale to \"English ( United Kingdom ) \" in Personal information or User record. 142 : Why CSS is not working in PDF created\u2026","rel":"","context":"In &quot;Salesforce&quot;","block_context":{"text":"Salesforce","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":5152,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/using-test-loaddata-to-import-records-with-relationship\/","url_meta":{"origin":3201,"position":2},"title":"Using Test.loadData to import records with relationship","author":"Jitendra","date":"January 6, 2016","format":false,"excerpt":"There are many resources and documents available around how to use Test.loadData to create test records in Apex class. As per best practice of writing Test classes in Apex, Its good idea to store master data (aka Seed, Reference data) in static resource and load\u00a0it in Test classes using \"Test.loadData\"\u2026","rel":"","context":"In &quot;Salesforce&quot;","block_context":{"text":"Salesforce","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/"},"img":{"alt_text":"Test.loadData and Static resource in Salesforce","src":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2016\/01\/Test.loadData-and-Static-resource-in-Salesforce.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2016\/01\/Test.loadData-and-Static-resource-in-Salesforce.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2016\/01\/Test.loadData-and-Static-resource-in-Salesforce.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2016\/01\/Test.loadData-and-Static-resource-in-Salesforce.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":5835,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/considerations-and-best-practices-for-salesforce-dataloading\/","url_meta":{"origin":3201,"position":3},"title":"Considerations and Best practices for Salesforce Dataloading","author":"Jitendra","date":"January 29, 2018","format":false,"excerpt":"Although we are doing data loading in Salesforce from ages, its very common to miss some steps or considerations. 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What is the reason for this kind of error ? Ans : This is generic error message prompted by Salesforce many times, which is not well informative. To get informative message, we can try to delete same\u2026","rel":"","context":"In &quot;Apex&quot;","block_context":{"text":"Apex","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/apex\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]}],"jetpack_likes_enabled":true,"_links":{"self":[{"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/posts\/3201","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/comments?post=3201"}],"version-history":[{"count":0,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/posts\/3201\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/media?parent=3201"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/categories?post=3201"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/tags?post=3201"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}