Best Practices Question: What object or process would be best for flagging an account as delinquent?
We are a SaaS business that bills customers every month. When a customer has a failed payment, there is certain information we need to log and there are certain actions that need to be taken by various different people depending ont the type of customer.
Originally, we simply added a few fields on the account level to track this, including:
- Checkbox for "Delinquent"
- Date field for Delinquent notification Date
- Text field for Comments
The problem with doing it this way is that an account can be delinquent, then become current, then become delinquent again in the future an endless number of times. The fields on the account level don't do a good job of tracking the history of the delinquencies.
I would like to know if there is a best practice for handling/tracking this. Some of my thoughts would be:
- Create a custom object to track Delinquencies
- Perhaps there is a standard Salesforce object that can do all of this?
- Field history tracking for the existing account fields I've already created (not great from a reporting perspective)
- Something else?
Thank you!
3 Antworten
@Marie,
Yes, that would be ideal, but we have not integrated our payment solution (Stripe) with Salesforce yet.
@Alan,
Thank you for your reply, it's much appreciated!
