I'm thinking I would just create a goals object but then would have to link the specific goals records to my custom object that contains the sold information.
I'm thinking this is still going to be a problem when I want to take my cutom object that holds sales and sum the totals... How am I going to total one custom object and then compare those totals to the single goal value to come up with a percentage?
Before I start down a dead end I was wondering if anyone else has done this successfully and if so, how.
Thank you!!!!
Fred
8 answers
Hi Fred,
Which edition of SFDC are you using? How would the custom object with the "goal" Amount be related to the User and the Account, Opportunity, etc?