Our org had to cancel an event due to COVID. We refunded several sponsorship donations that we had received in advance of the event. All of this was recorded in our accounting system.
Those sponsorships were duly recorded in SF as Opportunities. To keep our SF data a little less cluttered, our staff would like to simply delete those sponsorship records rather than adding corresponding "refunded" Opportunity records.
Our staff know our small list of sponsors well and don't need SF to remind us who they are, should we be able to run the event in the post-COVID future.
Anyone have an opinion about whether deleting records like this is a reasonable business practice? Or is there some reason I am not thinking of to retain a money flow / cancelling-out-reversed-money-flow pair of records in SF, even if it is already separately recorded in accounting software?
@Alan Fawcett That's a great answer, thx. Funny, I use lost Stage values in other ways, but it didn't occur to me to mark an Opp that already had Stage=Posted to a Stage value "backwards" from a Closed Won to a Closed Lost Stage.
