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Upload Quotas in Salesforce Spiff
Manage large updates to your quotas in Salesforce Spiff by bulk-uploading quota records.
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 upload quotas: | A Spiff user role with these permissions turned on.
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Teams must be created before uploading team assignments. The quotas template contains five fields. One field is required for import, and the other fields depend on how many months, quarters, or years you want to include with your quotas.
| Field | Required? | Description |
|---|---|---|
| user_external_id | Required | The external ID of the user being assigned a quota. This value can be found in the Users table in the User External Id column. |
| Remaining fields | Optional | Each month, quarter, or year that you want the quota input for each user. The format of the dates is required to be YYYY-MM-DD. |
- In the Admin menu, select Users (1).
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Select Quotasin the left panel (2).
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Download the example template.
- Click the upload button near the top-right corner of the screen (3).
- Then click Download the example file on the modal.
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Add new quota records to the file.
- To edit the file manually, open the example .csv file in a text editor, and add the new quota records to the file.
- If you use a spreadsheet program like Microsoft Excel to add your quota information, apply the correct date formatting. Because date formats change when the .csv file is opened in Excel, revert the format to the correct YYYY-MM-DD format by placing a ' mark at the front of the date. For example, the 1/1/2025 date can be updated to the correct format by entering '2025-01-01 in the cell.
When you edit the file, don't edit the field headers on the template. Make sure that the required field is specified for each record. Delete the example records or you’ll get an error when uploading as those user IDs don’t exist in your system. Note that a 3-letter ISO code is needed to designate the value as a specific currency. The quota value defaults to a number if you don’t use an ISO code in your upload. You can also use the designations PCT and NUM to designate data as a percent or number respectively. For example, using PCT 20 will cause Salesforce Spiff to interpret that number as 20%. -
(Optional) Edit existing quota records.
- Click on the quota name of the quota table you want to edit (6). This ensures that the update applies only to the selected quota.
- Download the Quota table. Click the download icon in the top right of the table (3) to export a .csv file of all existing quota records.
- For any record that needs changing, edit the specific quotas. Remember to use the ISO format for currencies.
- Copy the updated records from this table and paste them into the example file.
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Upload the file.
- Click the upload button near the top-right corner of the screen (3).
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Click Browse your computer or drag and drop the
file.
A notification appears indicating the upload is in progress.
- Click the link to navigate to the File Import Status page. You can access this page by clicking the "i" indicator on the table settings (5).
The File Import Status Table provides details about each upload, including important information like Status (Complete or Imported with Errors), Validation Alerts that link to the error message, and timestamps of the imports. If a file contains errors, only the records with errors are rejected.
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