{"id":3586,"date":"2013-11-07T12:03:03","date_gmt":"2013-11-07T06:33:03","guid":{"rendered":"http:\/\/JitendraZaa.com\/blog\/?p=3586"},"modified":"2013-11-07T12:03:03","modified_gmt":"2013-11-07T06:33:03","slug":"import-user-quotas-in-quantity-unit-for-collaborative-forecasting","status":"publish","type":"post","link":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/import-user-quotas-in-quantity-unit-for-collaborative-forecasting\/","title":{"rendered":"Import User Quotas in Quantity (Unit) for Collaborative Forecasting"},"content":{"rendered":"

In Previous article<\/a> 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.<\/p>\n

\"Salesforce<\/a>
Salesforce Display Forecast as Quantity or Revenue<\/figcaption><\/figure>\n

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.<\/p>\n

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.<\/p>\n

Important Note : <\/strong><\/p>\n

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

    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”.<\/p>\n

    \"Import<\/a>
    Import Quota Using DataLoader for Forecast 3<\/figcaption><\/figure>\n

    You will find below fields available for mapping in Dataloader :<\/p>\n

      \n
    1. Start Date (Quota is for Which month ?)<\/li>\n
    2. Currency ISO Code (ISO Code of Currency of Amount)<\/li>\n
    3. Quota Amount (Quota of users in Amount)<\/li>\n
    4. Quota OwnerId (Quota belongs to Which User ?)<\/li>\n
    5. Product Family (If Forecasting for Product (Winter 14) is enabled then you can use it)<\/li>\n
    6. Quota Quantity (Quota of users in Unit)<\/li>\n<\/ol>\n

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

      \"Uploading<\/a>
      Uploading Forecast Quota in Unit<\/figcaption><\/figure>\n

      Please find below Sample csv files to upload Quota in\u00a0Collaborative Forecasting :<\/p>\n

        \n
      1. Sample CSV FIle for ForecastQuota in Amount<\/a><\/li>\n
      2. Sample CSV file for ForecastQuota in Unit with Product Family<\/a><\/li>\n
      3. Sample CSV File for ForecastQuota in Unit Without Product Family<\/a><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

        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 Revenue to Quantity the Quota […]<\/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":[9],"tags":[59,72,104,331,220],"class_list":["post-3586","post","type-post","status-publish","format-standard","hentry","category-salesforce","tag-collaborative-forecasting","tag-dataloader","tag-forecast","tag-salesforce","tag-winter-14"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack-related-posts":[{"id":3201,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/import-user-quotas-for-collaborative-forecasting\/","url_meta":{"origin":3586,"position":0},"title":"Import User Quotas in Amount for Collaborative forecasting","author":"Jitendra","date":"February 24, 2013","format":false,"excerpt":"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\u2026","rel":"","context":"In "Configuration"","block_context":{"text":"Configuration","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/configuration\/"},"img":{"alt_text":"Import Quota Using DataLoader","src":"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2013\/02\/Import-Quota-Using-DataLoader.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2013\/02\/Import-Quota-Using-DataLoader.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2013\/02\/Import-Quota-Using-DataLoader.png?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":6777,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/enterprise-territory-management-key-notes\/","url_meta":{"origin":3586,"position":1},"title":"Enterprise Territory Management – Key Notes","author":"Jitendra","date":"February 11, 2019","format":false,"excerpt":"How to use Apex based sharing to share opportunity using Territories","rel":"","context":"In "Salesforce"","block_context":{"text":"Salesforce","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/"},"img":{"alt_text":"Territory Management - Data Model","src":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2019\/02\/Territory-Management-Data-Model.png?fit=1160%2C760&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2019\/02\/Territory-Management-Data-Model.png?fit=1160%2C760&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2019\/02\/Territory-Management-Data-Model.png?fit=1160%2C760&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2019\/02\/Territory-Management-Data-Model.png?fit=1160%2C760&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2019\/02\/Territory-Management-Data-Model.png?fit=1160%2C760&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":26188,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/salesforce-cpq-what-the-future-holds-when-rlm-is-on-horizon\/","url_meta":{"origin":3586,"position":2},"title":"Salesforce CPQ – What The Future Holds When RLM is on Horizon","author":"Jitendra","date":"December 28, 2024","format":false,"excerpt":"Salesforce CPQ is a solution for managing complex product configurations and pricing, integrating seamlessly with Salesforce environments. 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