Specify how you want to format values in a quota table in Salesforce Spiff. Update the table's name or cadence.
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 |
| User Permissions Needed | |
|---|---|
| To edit a quota table: |
A Spiff user role with this permission turned on. Quotas: Edit |
- In the Quotas tab, select the Quota table you want to set up.
- To change the value format to a different currency or to percentage or numeric values, click Edit, and then click the currency icon and select a value format.
- To adjust quota details, such as the name or the cadence, click the gear icon.
If you update a quota table's name, the new name automatically updates the syntax within the quota or quotas function to prevent calculation errors due to name changes of quota tables. The default quota currency is USD. To use a different currency other, upload or sync the required currency rates.
Important If you change the cadence of a quota table, all existing data is deleted.