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Correct Answer: B C E
Use Data Loader
Use the API
Enable Forecast Quotas from Setup.
Explanation:
Enable Forecast Quotas from Setup.
This step is foundational for setting sales quotas within Salesforce as it involves turning on the functionality required to define and manage quotas. Forecast Quotas are part of the Collaborative Forecasts feature and must be enabled from Setup. This enables organizations to set quota targets that are visible in the Forecasts so managers can measure team performance against these targets.
Use Data Loader.
For organizations with large numbers of sales reps or complex quota structures, using Data Loader to bulk import quota data can be an efficient way to manage this process. Data Loader allows for the insertion, update, and bulk import of data into Salesforce directly from CSV files, which can help in setting up or updating quotas for multiple sales reps quickly and accurately.
Use the API.
The Application Programming Interface (API) provides another method for automating and managing the upload and maintenance of sales quotas, especially when integration with other systems is required. Utilizing the API allows for more dynamic interaction with the Salesforce data and can be particularly useful if quotas are initially calculated or maintained in a separate ERP system or custom application.......