Load Quota Data in Collaborative Forecasts
- Launch Data Loader.
- Click Insert.
- Log in with your user name and password.
- Click Next.
- Click Show All Salesforce Objects.
- Select the Forecasting Quota object from the list.
- Click Browse, and then choose the .csv file to upload.
- Click Next.
- Click OK in the Data Selection dialog box.
- Click Create or Edit a Map.
- Map columns to fields in the ForecastingQuota object as shown in this table.Column Headers in CSV FileForecastingQuota FieldsUser IDQuotaOwnerIDQuota AmountQuotaAmountQuota QuantityQuotaQuantityCurrency CodeCurrencyIsoCodeStart DateStartDateProduct Family (needed only when the forecast data source is ProductFamilies)ProductFamilyForecast Type ID (needed only for Data Loader v.30 or later)ForecastingTypeID
- Click OK.
- Click Next.
- Click Browse, and then choose the directory where you want to save the log file containing messages about the success or failure of the upload.
- Click Finish.
- Click Yes to proceed with the upload.
- Click OK.