Hello Community!
I'm reaching out to find the best way to track gift entries in Salesforce that will simplify the process for our finance team to balance with Salesforce (especially the bank deposit). I'm curious about your overall procedure. We rarely use batches, and I am wondering if we should change that? I appreciate any suggestions you may have. Thank you.
답변 1개
I've written several times on trailhead about how I multiple dates to manage to balance SF and Quickbooks monthly. If you can't find anything by searching, let me know.
--Terry
