A Salesforce admin can easily pull a report and create a new view to see who is active and who is inactive. The users can then click on employee’s name and check the status of that particular user but this creates unnecessary clicking and user might get frustrated.
Full Answer
How do I add a quota to a forecast?
Hint: don’t forget to create and assign a permission set for managers that want to overwrite the forecast. To add a quota by a user that is managed in the Setup page, just search for “quota”, select the period, select the period and user, and insert the amount.
How do I report only leads owned by inactive users?
Create the desired report adding the filter "Lead Owner: Active equals False" to your report filters. This filter will ensure only leads owned by inactive users are displayed within the results. Was this information helpful?
Why do I need to display Records owned by inactive users?
It is common for organizations to need reports that will display records that are owned by users who have been made inactive. The most common use case for these reports is to identify these records so they can be reassigned to active users.
When will Salesforce enforce multi-factor authentication (MFA) for Marketing Cloud?
Salesforce will enforce Multi-Factor Authentication (MFA) for all direct logins to Marketing Cloud (MC) accounts in the June/July 2022 timeframe. To prevent disruption to your MC account, we encourage you to implement MFA prior to the Summer '22 release.
Thursday, March 27, 2014
In previous blog, we shared about how to make a super user able to edit any user Quota using Delegated Administration. This is working fine, until one day, one of my super user complain that she no longer able to edit the Quota, because the Quota related list is not showing at all in the user detail.
Salesforce: Not able to see Quota in User detail
In previous blog, we shared about how to make a super user able to edit any user Quota using Delegated Administration. This is working fine, until one day, one of my super user complain that she no longer able to edit the Quota, because the Quota related list is not showing at all in the user detail.
Managers and hierarchy objectives
It is very easy to define the hierarchy of the sales team and roll up the forecast results to their manager. The manager is also able to redefine the quote of each direct report in his hierarchy.
Quota management
To add a quota by a user that is managed in the Setup page, just search for “quota”, select the period, select the period and user, and insert the amount.
Tracking progress and Reports from the Forecast
Quota progress and forecasts are calculated in real time every time you modify an opportunity stage.
Non-straightforward Sales Goals
For other non-straightforward sales objectives, or even for alignment on dependencies between separate department objectives like marketing, pipeline generation, closed sales deals, and ACV retention from customer success departments, you need to consider other methods such as OKRs.
Find Records Owned by Inactive User
So, you fired that lazy salesperson, but now you need to find all the SFDC Org Account and/or Opportunity Records owned by that pipsqueak to tidy up their mess... Yeh, I support that decision. Here's a custom field for that:
Reader Comments
There are no comments for this journal entry. To create a new comment, use the form below.
View quota details
To view detailed information about your quotas, select My quotas in the left menu on the Quotas page.
Request quota increases
You can request quota increases directly from My quotas. The process for requesting an increase will depend on the type of quota.
Next steps
Learn about Azure subscription and service limits, quotas, and constraints.
