Need your suggestion here. We have a requirement in which we need to set annual targets for account and then in another field we need to see how much target we have achieved based on the current fiscal year opportunites revenue.
How should I achieve this? Should I create a child record to capture yearly targets but how to identify the year in one field in that child objects.
Also , How do we query opportunity based on fiscal year ?
1 Antwort
Hi Disha,
Sorry for the inconvenience. In case you don't receive a response here, may I also suggest joining the Sales Cloud group below to collaborate with the experts for best practice and advice.
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001sArCAI
Hope this helps.
