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Max_gMax_g 

Load quota $ from external data

Does anyone have examples of quota data?   

Best Answer chosen by Admin (Salesforce Developers) 
Max_gMax_g

Got the problem resolved. I found the necessary fomats.

 

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sandeep@Salesforcesandeep@Salesforce

if you have csv file of Data then you can upload this on Salesforce org using Data Loader tool

 

 

Please mark this as solutuion and give me kudos if I is helpful
Max_gMax_g

Got the problem resolved. I found the necessary fomats.

 

This was selected as the best answer
sandeep@Salesforcesandeep@Salesforce

Great can you please share your solution so this will be useful for others...
Max_gMax_g

Data must have owner id, begin date in format yyyy-mm-dd and the quota amount.  I found this under help in the document Enabling Quotas in Forecasts.

 

I had my budget data in a single record by account. 

 

I wrote a trigger to aggregate by account owner for each month, Formatted 12 records for each account owner, then inserted the records with the corresponding month.