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aquelleraqueller 

Quotas

Hi,

 

I have an issue with seeing/editing another user's data.

 

1. I have 'edit quota' enabled in my profile

2. I am able to 'Manage Users'

3. The other users's profile shows that I am his manager

4. The other user has 'edit quota' enabled

5. In the forecasting hierarchy I show as being "above" the other user

6. Both of us have forecasting enabled.

7. Our site is configured for 'customizable forecasting'

 

I am able to see and modify my quota (from the user profile screen) but am unable

to see the 'Quotas' area in his profile.

 

Can someone tell me what is missing in the configuration?

 

         Thx,

 

                  aqueller

Best Answer chosen by Admin (Salesforce Developers) 
nylonnylon

Hi aqueller,

 

Just for a check do you see your name in blue letters in the Forecast Hierarchy view?

If not, you need to be assigned as a Forecast Manager by the admin.

 

nylon

All Answers

nylonnylon

Hi aqueller,

 

Just for a check do you see your name in blue letters in the Forecast Hierarchy view?

If not, you need to be assigned as a Forecast Manager by the admin.

 

nylon

This was selected as the best answer
aquelleraqueller

Thank you, Nylon. That was the problem and now that I am assigned as the Forecast manager it works.

 

Thank you again,

 

        aqueller