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 calcualted, 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 Gitlabbers 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
The main fields that are leveraged by the teams (Ex: IACV)
Fields that are updated via automation rules (Ex: Sales Segmentation)
Fields that are sourced from other systems (Ex: DiscoverOrg ID vs id)
Structure of this Document
The structure and sequence of infromation in this document will follow these guidlines:
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 delted 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 opportnities 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 calcualte 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 assocated with this account where the Zuora Subscription Product Charge has an effective end date that is later then Today and Status of the sunscription is Active.
Populating: Via a Rollup Helper Rollup
Use: TO COME
Opportunities
Opportunity - Number of POC's
Description: This rollup looks at all POC Objects in SFDC that are related to this opportunity. It counts the number of POCS that an account has gone through as long as the POC object is not delted. The POCs are reltaed 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 delted, 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 assocaited with this Opporutnity. 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 marekd as the Primary contact role on the Opportunity and are not deleted.
