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
The structure and sequence of information in this document will follow these guidelines:
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.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))CMRR This Account
. The filter used is to sum only the CMRR This Account
amounts that are from Accounts that are Type
:Customer
.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
.Status
is Active
and the Termination Date
is today or later.Status
is Active
and the Termination Date
is today or later.Parent Account
field connection in SFDC between accounts.Status
is Active
and the Termination Date
is today or later.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
.Invoice Status
is Posted
, the Balance
is > 0 and the Due Date
is before Today
Invoice Status
is Posted
, the Balance
is > 0 and the Due Date
is before Today
Invoice Status
is Posted
.Active
and the subscriptions Effective End Date
is later then Today
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
.Quote Charge Summaries
that are not deleted, and the Names
are "Like" Ultimate
OR Premium
and not "Like" Premium Support
Record Type
is Professional Services
(based on the record type ID) and the Opportunity is the Parent Opportunity
for that opportunityPrimary
contact role on the Opportunity and are not deleted.