Hi,
I need to know what is the best practice for working with Opportunity Teams and Opportunity Splits in a high volume environment? In looking to enhance & streamline automation from order fulfillment through to compensation & working backwards through the process, let's say we connect SFDC to Xactly so that bookings flow to comp for payroll.
Working backwards from there, the Opportunity Split is key to ensuring accuracy & equity. But creating Opportunity Splits is manual, and Oppty Splits can only be created from users already present on Opportunity Teams, which are also manually set up. Does anyone employ automation in any way for either Oppty Teams or Oppty Splits? Am I missing something?
Thanks,
Raul
コメントを記入...
0/9000