27 Antworten
You would search for the program financial as it is the current state accounting "truth" record for each opportunity. Currently, our account team uploads financial information via CSV to that record for reporting financial information back to the business. The fiscal summary object was recently created to capture a full year summary for each opportunity financial information (Blue) the monthly object was created to capture the monthly financial information for the opportunity (Orange). The end goal is to eliminate the Excel below as users will enter the information into the new object records in Salesforce and remove the need to upload csv information into the program financial record as the totals from the new objects can flow back to the accounting truth record... so the master detail field is being established with the program financial truth record
