Business Operations - Salesforce Reference

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• Purpose
  • Structure of this Document
• SFDC Object
  • SFDC Object - SFDC Field
• Accounts
  • Account - Count of Open ZD Tickets
  • Account - Number of Open Opportunities
  • Account - Total Account Value
  • Account - CMRR All Child Accounts
  • Account - Number of Licenses All Child Accounts
  • Account - CMRR This Account
  • Account - Count of Active Subscriptions
  • Account - Count of Billing Accounts
  • Account - Count of Child Accounts
  • Account - Next Renewal Date
  • Account - Total Invoiced
  • Account - Oldest Outstanding Invoice Date
  • Account - Total Invoiced Outstanding
  • Account - Total Invoiced Paid
  • Account - Count of Active Subscription Charges
  • Account - Number of Licenses This Account
  • Account - Products Purchased
• Opportunities
  • Opportunity - Number of POV's
  • Opportunity - Count of Ultimate or Premium Products
  • Opportunity - Count of Professional Services Opportunities
  • Opportunity - Count of Primary Contacts

Purpose

The purpose of this page is to provide insight into the internal workings of our Salesforce (SFDC) instance, how fields are populated, how fields are calculated, where they are used etc. This page does not serve to describe how the systems should be used by our internal stake holders. Instead it is meant to be used as a reference point for continual development by our internal ops teams as well as a reference point for all GitLab team-members as to the source of the information that is shown within SFDC. The goal of this document is not to document every field that exists within SFDC but instead to highlight the hidden process that affect fields that meet 1 or more of the following criteria

1. The main fields that are leveraged by the teams (Ex: IACV)
2. Fields that are updated via automation rules (Ex: Sales Segmentation)
3. Fields that are sourced from other systems (Ex: DiscoverOrg ID vs id)

Structure of this Document

The structure and sequence of information in this document will follow these guidelines:

SFDC Object

SFDC Object - SFDC Field

• Description: What is the information in this field
• Populating: What is the workflow, process builder, tool etc that populates this field
• Use: What are other key process' that rely on this field

Accounts

Account - Count of Open ZD Tickets

• Description: This field counts the total number of Zendesk Tickets that are open on an Accounts in SFDC. If the Zendesk Ticket is not deleted and its Status is (New OR Open OR Pending OR On-Hold) then it is considered open and is included in the count for open tickets on this account.
• Populating: Via a Rollup Helper Rollup
• Use: TO COME

Account - Number of Open Opportunities

• Description: This field counts how many open opportunities there are for an account. If the opportunity is not closed and not deleted then it counts towards this field.
• Populating: Via a Rollup Helper Rollup
• Use: TO COME

Account - Total Account Value

• Description: This field aims to capture the dollar value that an account has committed to us. It sums the Amount field on all opportunities that meet the following criteria. They are all not deleted as well as they are ((Any closed won Opp that is New Business OR Renewal) OR (Any open Renewal Opp))
• Populating: Via a Rollup Helper Rollup
• Use: This field is used to help calculate Gemstone types

Account - CMRR All Child Accounts

• Description: This field sums all of the CMRR amounts from all of an accounts child records. Its source field is CMRR This Account. The filter used is to sum only the CMRR This Account amounts that are from Accounts that are Type:Customer.
• Populating: Via a Rollup Helper Rollup
• Use: TO COME

Account - Number of Licenses All Child Accounts

• Description: This filed sums the number of Licenses from the field Number of License This Account from all child records to the parent record in SFDC. The filter used is for to Sum only the Number of License This Account that are from Accounts that are type Customer.
• Populating: Via a Rollup Helper Rollup
• Use: TO COME

Account - CMRR This Account

• Description: This field Sums the MRR from all Zuora Subscriptions that are related with this account. It only sums the MRR from those subscriptions which are not deleted, where the Status is Active and the Termination Date is today or later.
• Populating: Via a Rollup Helper Rollup
• Use: TO COME

Account - Count of Active Subscriptions

• Description: This field counts the number of Zuora Subscriptions that are related with this account. It only counts the subscriptions from subscriptions which are not deleted, the Status is Active and the Termination Date is today or later.
• Populating: Via a Rollup Helper Rollup
• Use: TO COME

Account - Count of Billing Accounts

• Description: This field is a count of the number of billing accounts that are associated with this account. The billing account is dictated via Zuora.
• Populating: Via a Rollup Helper Rollup
• Use: TO COME

Account - Count of Child Accounts

• Description: This field is a count of the number of accounts that are a child account to this account. This is based off of the Parent Account field connection in SFDC between accounts.
• Populating: Via a Rollup Helper Rollup
• Use: TO COME

Account - Next Renewal Date

• Description: This field picks the minimum date for any open subscriptions that this account has. It only looks at subscriptions that are related to this account and that are not deleted, where the Status is Active and the Termination Date is today or later.
• Populating: Via a Rollup Helper Rollup
• Use: TO COME

Account - Total Invoiced

• Description: This field sums the ZInvoice Amount Without Tax field that's associated with an account from its Zuora Invoices where the Zuora invoice is not deleted and the Invoice Status is Posted.
• Populating: Via a Rollup Helper Rollup
• Use: TO COME

Account - Oldest Outstanding Invoice Date

• Description: This field taskes the earliest Due Date for the Zinvoice where the Zuora invoice is not deleted, the Invoice Status is Posted, the Balance is > 0 and the Due Date is before Today
• Populating: Via a Rollup Helper Rollup
• Use: TO COME

Account - Total Invoiced Outstanding

• Description: This field sums the ZInvoice Balance associated with an account from its Zuora Invoices where the Zuora invoice is not deleted, the Invoice Status is Posted, the Balance is > 0 and the Due Date is before Today
• Populating: Via a Rollup Helper Rollup
• Use: TO COME

Account - Total Invoiced Paid

• Description: This field sums the ZInvoice Payment Amount associated with an account from its Zuora Invoices where the Zuora invoice is not deleted and the Invoice Status is Posted.
• Populating: Via a Rollup Helper Rollup
• Use: TO COME

Account - Count of Active Subscription Charges

• Description: TO COME
• Populating: Via a Rollup Helper Rollup
• Use: TO COME

Account - Number of Licenses This Account

• Description: This field sums the number of licenses on for this account from the accounts Zuora Subscription where the Zuora subscription is Active and the subscriptions Effective End Date is later then Today
• Populating: Via a Rollup Helper Rollup
• Use: TO COME

Account - Products Purchased

• Description: This field is a text rollup that brings in the Zuora Rate Plan Names on all Zuora Product Charges that are associated with this account where the Zuora Subscription Product Charge has an effective end date that is later then Today and Status of the subscription is Active.
• Populating: Via a Rollup Helper Rollup
• Use: TO COME

Opportunities

Opportunity - Number of POV's

• Description: This rollup looks at all POV Objects in SFDC that are related to this opportunity. It counts the number of POVs that an account has gone through as long as the POV object is not deleted. The POVs are related to the account via a lookup field.
• Populating: Via a Rollup Helper Rollup
• Use:

Opportunity - Count of Ultimate or Premium Products

• Description: This field counts the number of products from the related Zuora quote of the number of premium or ultimate products. The Filter that is used here looks at Quote Charge Summaries that are not deleted, and the Names are "Like" Ultimate OR Premium and not "Like" Premium Support
• Populating: Via a Rollup Helper Rollup
• Use:

Opportunity - Count of Professional Services Opportunities

• Description: This field counts the number of Professional Services Opportunities that are associated with this Opportunity. Opportunities are only included in this count if they are not deleted, their opportunity Record Type is Professional Services (based on the record type ID) and the Opportunity is the Parent Opportunity for that opportunity
• Populating: Via a Rollup Helper Rollup
• Use:

Opportunity - Count of Primary Contacts

• Description: This field is a count of the number of Primary Contacts there are on the Opportunity record. It only looks at Contact Roles on the opportunity that are marked as the Primary contact role on the Opportunity and are not deleted.
• Populating: Via a Rollup Helper Rollup
• Use: