Salesforce has added support to edit quotas from within the Forecasting app, obviating the need for this add-on.**
This functionality is now a part of core since release 220
UI for viewing and editing quotas for Collaborative Forecasting
Edit Quotas is a Salesforce.com managed app for viewing and editing quotas. The AppExchange listing is now private since the features have moved into core.
- Install this package from AppExchange for All Users
- For the users you want to enable:
- Check their Manage Quotas and View All Forecasts perm
- Go to the Permission Set named 'Edit Quotas access' and assign it to the intended users
Access to quotas is governed by the following:
- Full read/write to all quotas for those with View All Forecasts and Manage Quotas perm
- Full read/write to subordinate quotas only for those with Manage Quotas perm
- Read only for subordinate quotas for those without the Manage Quotas perm
Version 2.3 is adapted for the Winter '17 release.
- Lightning UI
- Displays forecast hierarchy as a tree, allows you to choose which roles' quotas to change
- Permission Set for easily granting access to the app