ForecastingQuota

This object represents an individual user’s or territory’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’ or child territories’ quotas, not their own.) The “View All Forecasts” permission is required to View any user's forecast, regardless of the forecast hierarchy. Available in API versions 25 and greater. Forecast managers can view the forecasts of subordinates and territories below them in the forecast hierarchy.

This information only applies to Collaborative Forecasts.

Note

Supported Calls

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

Special Access Rules

As of Spring ’20 and later, only standard users with the View All Forecasts or Allow Forecasting permission or delegated forecast manager status can access this object.

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.
Territory2Id	Type reference Properties Create, Filter, Group, Nillable, Sort Description The ID of the territory to forecast on. Available in API version 43 and later.
QuotaAmount	Type currency Properties Create, Filter, Sort, Update Description The revenue quota amount for an individual user or territory 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 or territory’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, ForecastingOwnerAdjustment, 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.