Our org. has Professional Edition (PE) and we probably need automation (No Code in PE) to do the following (see text and screenshot):
Our accounts are linked to standard Opportunities with Products to manage our sales data. These data include actual sales per account per product families per fiscal quarter. Also, we built a custom object called “Goals” (master-detail to accounts) in order to track our Account AND Product Family goals for same fiscal period as actuals. E.g. ABC Account has 4 different product family goals for each Quarter in 2020 (i.e. 16 different data points per account per year).
We would like to “link” the actuals and goals on the same object to give us the most flexibility in data analytics drilling down into timeframes, accounts, product families, goals, etc. Also, trying to figure out % of goals YTD.
We tried using standard forecasting but there is no account level data. We also tried rollup summaries but it takes up too many fields, only gives summary data, and is not scalable. Finally, we tried to do via reports, but too many limitations of PE.
I have assumed that we need Process Builder and Flow to complete, but it is more complicated than first thought. We could really use some help from the community on how to build a solution.
Thanks in advance.
2 respuestas
Hey Matt!
These are great questions and the design of how you approach this is important since Salesforce standard reporting does not work like a more robust analytics tracking program. The good news is, I think with a bit of change to your approach we can get you what you are looking for.
Seperating your Goals from the opportunity object is excellent when using more traditional BI applications but are problematic when using standard Salesforce reporting. The great SteveMo put together this walkthrough on how to achieve what you're looking for https://success.salesforce.com/answers?id=90630000000hs6gAAA which will work for professional edition since it only requires two record types.
Give that a go and let me know if you have any questions or issues with it, I would be happy to help clarify or help find other solutions if that isn't what you're looking for.
