3

How can I add a quota to users in Collaborative Forecasts.

1

In the AppExchange, Salesforce labs has made available a free package to help with this: Edit Quotas. It creates an extra tab that allows you to enter quotas for users, for periods, manually. Much easier to use than Data Loader.

0

You can upload quotas to the RevenueForecast object via the Data Loader. Features coming in Spring14 may change that.

  • 1
    Welcome to SFSE, @Aiden. Could you flesh out this response with a link to the documentation (for a previous release, likely) explaining how to set quotas? – Benj Jan 9 '14 at 16:32
  • @Aiden I'm using the workbench and I do not see this object (RevenueForecast) – Dedo Jan 9 '14 at 17:41

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