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** This project is now deprecated.**

Salesforce has added support to edit quotas from within the Forecasting app, obviating the need for this add-on.**

Edit Quotas - version 2.5 (2018-07-07)

This functionality is now a part of core since release 220

About

UI for viewing and editing quotas for Collaborative Forecasting Screenshot

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.

Installation instructions

  • 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

Security & Access

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

What's New

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