We've decided to log our refunds as negative dollar value opportunities, rather than updating an existing opportunity. I can get into why, but the problem I'm having is that the Payment Records are not being automatically created when the opportunity is.
I've been digging around trying to find settings or triggers that create the payment records to see if there's a filter of some kind, but no luck. Can anyone point me in the right direction for configuration before I go ahead and create an automation to create the payment record for me?
@Fundraising@Nonprofit Success Pack@Salesforce.org System Administrators4 respuestas
makes sense - thanks for confirming that I was banging my head against the wall for no good reason :)
