Returns a quota value from a quota table in Salesforce Spiff. To sum values across multiple reps for a specific quota, use the quotas() function instead.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| Available for an additional cost in: Professional Edition with Web Services API Enabled |
Syntax
quota(quota_name, date, rep_id)Arguments
| Argument | Required? | Description |
|---|---|---|
| quota_name | Required | The name of a quota from a quota table, enclosed in double quotes. This argument updates automatically when the name of the quota table changes. |
| date | Optional | The date for a specific statement period to a quota value for. This argument supports any date functions. To specify a date as a string in YYYY-MM-DD format, use the date() function and enclose the string in double quotes. If you don't specify a date, this function defaults to the current period. |
| rep_id | Optional | The ID of a user to return a quota value for. |
Example
Return a quote for a specific user, Teresa Lee. Create a data filter on the User object that contains only the rep, and use the single() function within the quota() function to select the user from the data filter's list.
=quota("CorporateAEQuarterlyQuota", statement_period.start_date, single(TeresaLee))To create a list of all user quotas for a specific plan, go to the User object and use the quota() function with the user keyword.
=quota("CorporateAEQuarterlyQuota", statement_period.start_date, user)Return a yearly quota value from 12 months before the current statement period.
=quota("CorporateAEQuota", months_ago(statement_period.start_date, 12))Return a monthly quota amount a specific month.
=quota("CorporateAEMonthlyQuota", date("2024-02-01"))Return a monthly quota amount from the previous month.
=quota("CorporateAEMonthlyQuota", months_ago(statement_period.start_date, 1))