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venkateshyadav1243 Target Management in salesforce
Hi,
Following is our requirement.
We have to build a functionality for target management in SFDC. The client needs to assign yearly and monthly targets for each of its users(30 in all) for all products(12 in number). It is assumed that targets are acheived when invoices are raised in the system. The invoice are basically tagged to Orders(Orders are child object to Quotes.)
Please provide some ideas on how to design the same.
Thanks for your help.
Regards
Venkatesh.
Following is our requirement.
We have to build a functionality for target management in SFDC. The client needs to assign yearly and monthly targets for each of its users(30 in all) for all products(12 in number). It is assumed that targets are acheived when invoices are raised in the system. The invoice are basically tagged to Orders(Orders are child object to Quotes.)
Please provide some ideas on how to design the same.
Thanks for your help.
Regards
Venkatesh.
You can achieve this functionality by using time based workflow. Please refer following links for examples:
http://blog.shivanathd.com/2012/12/TimeTriggerWorkflow.html
http://www.shellblack.com/administration/time-dependent/
https://help.salesforce.com/HTViewSolution?id=000005245&language=en_US
https://help.salesforce.com/HTViewHelpDoc?id=workflow_time_action_considerations.htm&language=en_US