function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion

Target Management in salesforce


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.



You can achieve this functionality by using time based workflow. Please refer following links for examples: