I have two tables. The first table (a02_Opportunities_Full_Details) captures the sales opportunity and the necessary fields. Three of the fields are sales credits for consultants, so for each opportunity I can allocate sales credits to 3 different people.
The second table (a03_Opportunity_sales_credits) is populated through a triggered action, which breaks the opportunity into three separate records, one for each consultant. I did this because across the different opportunities I want to aggregate the number of sales credits per consultant, but I couldn’t find a way to do it in a single record.
Using the second table and trigger event, I create 3 separate records so getting the individual consultant’s sales credits is possible. Please see attached image.
Please can I ask for your assistance.
Do you know if there is a more efficient way to achieve the result I need for the sales credits?
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PaulBI
Good day,
I have two tables. The first table (a02_Opportunities_Full_Details) captures the sales opportunity and the necessary fields. Three of the fields are sales credits for consultants, so for each opportunity I can allocate sales credits to 3 different people.
The second table (a03_Opportunity_sales_credits) is populated through a triggered action, which breaks the opportunity into three separate records, one for each consultant. I did this because across the different opportunities I want to aggregate the number of sales credits per consultant, but I couldn’t find a way to do it in a single record.
Using the second table and trigger event, I create 3 separate records so getting the individual consultant’s sales credits is possible. Please see attached image.
Please can I ask for your assistance.
Do you know if there is a more efficient way to achieve the result I need for the sales credits?
Many thanks
Paul
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