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            quota

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            quota

            Returns a quota value from a quota table in Salesforce Spiff. To sum values across multiple reps for a specific quota, use the quotas() function instead.

            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

            Syntax

            quota(quota_name, date, rep_id)

            Arguments

            Argument Required? Description
            quota_name Required The name of a quota from a quota table, enclosed in double quotes. This argument updates automatically when the name of the quota table changes.
            date Optional The date for a specific statement period to a quota value for. This argument supports any date functions. To specify a date as a string in YYYY-MM-DD format, use the date() function and enclose the string in double quotes. If you don't specify a date, this function defaults to the current period.
            rep_id Optional The ID of a user to return a quota value for.

            Example

            Return a quote for a specific user, Teresa Lee. Create a data filter on the User object that contains only the rep, and use the single() function within the quota() function to select the user from the data filter's list.

            =quota("CorporateAEQuarterlyQuota", statement_period.start_date, single(TeresaLee))

            To create a list of all user quotas for a specific plan, go to the User object and use the quota() function with the user keyword.

            =quota("CorporateAEQuarterlyQuota", statement_period.start_date, user)

            Return a yearly quota value from 12 months before the current statement period.

            =quota("CorporateAEQuota", months_ago(statement_period.start_date, 12))

            Return a monthly quota amount a specific month.

            =quota("CorporateAEMonthlyQuota", date("2024-02-01"))

            Return a monthly quota amount from the previous month.

            =quota("CorporateAEMonthlyQuota", months_ago(statement_period.start_date, 1))

            See Also

             
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