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Edit Quotas Salesforce Quotas in Salesforce are a tricky task. Doing it the manual way will take considerable preparation especially if you go into the hundreds of users. Collaborative Forecasting is an excellent way to track your business. Edit Quotas is an app that lets a sales manager view and set quotas within the Salesforce graphical user interface.
Image and word source: Very easy to install as are all with Salesforce AppExchange applications It works on existing functionality within Salesforce profile settings. I would recommend separating up a separate forecast application within Salesforce for all your users.
Manual updates for individual months and quarters and instantly updated. Data Loader can be used. If like me you need to do a mass insert on creation you can allow admins to do that, but delegate updating of quotas to other users WITHOUT admin permissions.
This is a big plus. Summary If you are running forecasting out of Salesforce you need to have this weapon in your armoury. This is just one of many tools you need to perform your forecasting within Salesforce.Business Plans.
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