Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.
Keep Sales Quotas in Sight with a Few Clicks in Lightning Experience
Where: This change applies to Lightning Experience in Professional, Performance, and Developer editions and in Enterprise and Unlimited editions with the Sales Cloud.
Who: Users with the Manage Quotas and View All Forecasts permissions can manage quotas in Setup for all users in the forecast hierarchy.
How: First, make sure that you’ve enabled quotas. If quotas are enabled, you’re good to go.
- Use the Quick Find box in Setup to get to the Forecasts Quotas page (1).
- Select the forecast period and forecast type of the quotas you want to manage (2), and then click Show Quotas (3). If you select a product family forecast type, you specify a product family.
- Search for (4) and select the users, roles, or territories whose quotas you want to manage.
- Click Edit Selected Rows (5), enter quota amounts or quantities (6), and save your changes. You can also click the pencil icon in quota and currency fields.