Object Reference for Salesforce and Force.com

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ForecastingQuota

This object represents an individual user’s quota for a specified time period. The “Manage Quotas” user permission is required for creating, updating, or deleting quotas. (Users can only edit their subordinates’ quotas, not their own.) The “View All Forecasts” permission is required to View any user's forecast, regardless of the forecast role hierarchy. Available in API versions 25 and greater. Forecast managers can view the forecasts of subordinates who report to them in the forecast hierarchy.

This information only applies to Collaborative Forecasts.

Note

Supported Calls

create(), delete(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), update(), upsert()

Fields

Field Name Details
CurrencyIsoCode
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
Description

The currency code of the quota. If omitted, the default is the importing user’s personal currency.
ForecastingTypeId
Type
reference
Properties
Create, Filter, Group, Sort
Description

The ID of the related ForecastingType.
IsAmount
Type
boolean
Properties
Defaulted on create, Filter, Group, Sort
Description

True indicates that the adjustment is made in a revenue amount. If false, then IsQuantity must be true. This field is available in API version 28 and later.
IsQuantity
Type
boolean
Properties
Defaulted on create, Filter, Group, Sort
Description

True indicates that the adjustment is made in a quantity amount. If false, then IsAmount must be true. This field is available in API version 28 and later.
PeriodId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description

Period ID for the quota. Read only.
ProductFamily
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort
Description
The product family for the quota. This field is available in API version 29 and later.
QuotaAmount
Type
currency
Properties
Create, Filter, Sort, Update
Description

The revenue quota amount for an individual user and for a specific period.
QuotaOwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description

ID that identifies the quota owner.
QuotaQuantity
Type
double
Properties
Create, Filter, Sort, Update
Description

The quantity quota amount for an individual user and for a specific period. This field is available in API version 28 and later.
StartDate
Type
date
Properties
Create, Filter, Group, Sort, Update
Description

The start of the quota, expressed as month and year. The date can include any day in a given month. Stored using the first date of the month.

Usage

Use this object to get an individual user’s quota for a specified time period.

Beginning with API version 30.0, organizations can have more than one forecasting type enabled. The ForecastingQuota, ForecastingAdjustment, ForecastingItem, and ForecastingFact objects can all have records with different ForecastingTypeId values. Use the ForecastingType object to determine the ID for each forecast type and then filter ForecastingQuota, ForecastingAdjustment, ForecastingItem, or ForecastingFact records as necessary.

Note