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 TodayInvoice Status is Posted, the Balance is > 0 and the Due Date is before TodayInvoice Status is Posted.Active and the subscriptions Effective End Date is later then TodayZuora 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 SupportRecord 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.