ForecastingQuota

This object represents an individual user’s or territory’s quota for a specified time period.

Introduced in API version 25.0.

Forecast managers can view the forecasts of subordinates and territories below them in the forecast hierarchy.

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

  • 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.
  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort
  • Introduced: API version 60.0
  • Description: If a forecast group is assigned to the forecast type, the ID of the group value that the quota belongs to. This field is a relationship field.
  • Relationship name: ForecastingGroupItem
  • Relationship type: relationship
  • Refers to: ForecastingGroupItem
  • Type: reference
  • Properties: Create, Filter, Group, Sort
  • Introduced: API version 30.0
  • Description: The ID of the related ForecastingType.
  • Relationship name: ForecastingType
  • Relationship type: relationship
  • Refers to: ForecastingType
  • Type: boolean
  • Properties: Defaulted on create, Filter, Group, Sort
  • Introduced: API version 28.0
  • Description: If true, then the adjustment is made in a revenue amount. If false, then IsQuantity must be true.
  • Default value: false
  • Type: boolean
  • Properties: Defaulted on create, Filter, Group, Sort
  • Introduced: API version 28.0
  • Description: If true, then the adjustment is made in a quantity amount. If false, then IsAmount must be true.
  • Default value: false
  • Type: reference
  • Properties: Filter, Group, Nillable, Sort
  • Description: Period ID for the quota. Read only.
  • Relationship name: Period
  • Relationship type: relationship
  • Refers to: Period
  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Introduced: API version 29.0
  • Description: The product family for the quota.
  • Type: currency
  • Properties: Create, Filter, Sort, Update
  • Description: The revenue quota amount for an individual user or territory and for a specific period.
  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: ID that identifies the quota owner.
  • Relationship name: QuotaOwner
  • Relationship type: relationship
  • Refers to: User
  • Type: double
  • Properties: Create, Filter, Sort, Update
  • Introduced: API version 28.0
  • Description: The quantity quota amount for an individual user and for a specific period.
  • 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.
  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort
  • Introduced: API version 43.0
  • Description: The ID of the territory to forecast on.
  • Relationship name: Territory2
  • Relationship type: relationship
  • Refers to: Territory2

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.