Hello, I've recently joined an org that uses payments on opportunities. Previously the orgs I've worked in have only used opportunities so all rollups (hard and soft credit) were based upon the oppty amount and stage. If the gift amount ultimately changed, we updated the amount field on the oppty to reflect what was/would be received.
The issue I'm running into with this org is that even though they use payments, all their rollups are based upon opportunity fields (amount, stage, record type) and doesn't take into account the actual amount paid on the oppty. This seems like it's an issue. For instance, we have an oppty for $20M in 2015, but we only received $13M in payments on that oppty with $7M written off. However... because rollups were set up to roll up the oppty amount, it says this donor has given $20M.
I'm curious if anyone has a process that takes into account these sorts of scenarios. I'm leaning towards telling our devo team that we need to change our rollups to look at payment received vs oppty amount. Anyone else encounter issues like this and figure out how to address potential issues?
This issue is a headache. Rollups based only on opportunity amounts usually overstate totals when pledges aren’t fully paid. If you’d rather use a payments‑first setup that stays accurate in reports, native Salesforce payments solutions like EBizCharge handle this well since all payments (credit/debit/ACH, recurring, etc.) post directly to Salesforce objects and sync back automatically. Makes it easier to roll up actual dollars received without juggling custom rollups or write‑offs.
