--- schema_version: "1" id: 59f078eb35fc39348de2b8f6c05cce6f2a4c69b957566d49aebe4fba18298490 title: ForecastingQuota collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/object_reference/sforce_api_objects_forecastingquota.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_forecastingquota.htm source_site: developer.salesforce.com content_type: documentation content_hash: 1595752de3cbca39532b6a3244da3249ad7e044d28cf5a9a8a5d92f003d4573c description: This object represents an individual user’s or territory’s quota for a specified time period. The Managed Quotas user permission is required for creating, updating, or deleting quotas. (Users can only edit their subordinates’ or child territories’ quotas, not their own.) The View All Forecasts permission is required to view any user's forecast, regardless of the forecast hierarchy. Available in API versions 25.0 and later. Forecast managers can view the forecasts of subordinates and territories below them in the forecast hierarchy. --- # ForecastingQuota This object represents an individual user’s or territory’s quota for a specified time period. The Managed Quotas user permission is required for creating, updating, or deleting quotas. (Users can only edit their subordinates’ or child territories’ quotas, not their own.) The View All Forecasts permission is required to view any user's forecast, regardless of the forecast hierarchy. Available in API versions 25.0 and later. Forecast managers can view the forecasts of subordinates and territories below them in the forecast hierarchy. ## Supported Calls create(), delete(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), update(), upsert() ## Special Access Rules 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. ## Fields | Field Name | Details | | --- | --- | | CurrencyIsoCode | Type picklist Properties Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update Description The currency code of the quota. If omitted, the default is the importing user’s personal currency. | | ForecastingGroupItemId | Type reference Properties Create, Filter, Group, Nillable, Sort 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. Available in API version 60.0 and later. Relationship Name ForecastingGroupItem Relationship Type Lookup Refers To ForecastingGroupItem | | ForecastingTypeId | Type reference Properties Create, Filter, Group, Sort Description The ID of the related ForecastingType. | | IsAmount | Type boolean Properties Defaulted on create, Filter, Group, Sort Description If true, then the adjustment is made in a revenue amount. If false, then IsQuantity must be true. This field is available in API version 28.0 and later. | | IsQuantity | Type boolean Properties Defaulted on create, Filter, Group, Sort Description If true, then the adjustment is made in a quantity amount. If false, then IsAmount must be true. This field is available in API version 28.0 and later. | | PeriodId | Type reference Properties Filter, Group, Nillable, Sort Description Period ID for the quota. Read only. | | ProductFamily | Type picklist Properties Create, Filter, Group, Nillable, Sort Description The product family for the quota. This field is available in API version 29.0 and later. | | QuotaAmount | Type currency Properties Create, Filter, Sort, Update Description The revenue quota amount for an individual user or territory and for a specific period. | | QuotaOwnerId | Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description ID that identifies the quota owner. | | QuotaQuantity | Type double Properties Create, Filter, Sort, Update Description The quantity quota amount for an individual user and for a specific period. This field is available in API version 28.0 and later. | | StartDate | 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. | | Territory2Id | Type reference Properties Create, Filter, Group, Nillable, Sort Description The ID of the territory to forecast on. Available in API version 43.0 and later. | | | | ## Usage Use this object to get an individual user’s or territory’s quota for a specified time period. ![Note](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/images/icon_note.png) #### Note 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. #### See Also - [ForecastingAdjustment](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_forecastingadjustment.htm "This object represents an individual forecast manager’s adjustment for a subordinate’s or child territory’s forecast via a ForecastingItem. Available in API versions 26.0 and later. This object is different from the ForecastingOwnerAdjustment object, which represents forecast users’ adjustments of their own forecasts, including territory forecasts they own.") - [ForecastingFact](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_forecastingfact.htm "This object is read-only and links a ForecastingItem with its opportunities, such as opportunities that share the same owner or forecast category and have a closing date within the period of the forecasting item. Available in API versions 26 and greater.") - [ForecastingItem](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_forecastingitem.htm "This object is read-only used for individual forecast amounts. Users see amounts based on their perspectives and forecast roles. The amounts users see include one of these values when forecasting in revenue: AmountWithoutAdjustments, AmountWithoutManagerAdjustment, ForecastAmount, OwnerOnlyAmount. The amounts users see include one of these values when forecasting in quantity: QuantityWithoutAdjustments, QuantityWithoutManagerAdjustment, ForecastQuantity, OwnerOnlyQuantity. Available in API version 26.0 and later.")