I encountered something very similar to this recently. What I did was I replicated everything they wanted from Leads and why they wanted to use leads and applied everything to contacts so it works practically the same (without the downside of duplicate entries or deleting records). It really depends on your workflow and integrations. I guess the question is why creating a new lead every time someone reMQL gives you a clean handoff to SDRs, outreach automation and easier reporting? Can it be done with using contacts instead? Why updating existing contacts leads to fragile triggers and missed outreach? Won't attribution tracking be harder if you have duplicates on your database? I think it would be better to avoid duplicate records as early as you can even if it will require a much bigger lift...
Yes, I am currently using snapshots with Historical Trends. However, it only shows the changes on the "Amount" if it was changed but does not show closed opp as a reduction in the amount since technically, the amount is still the same. I tried using a custom field formula with the logic "If Opp is open, get amount value, if Opp is closed lost, return value of 0" to show the difference in value if the opp was closed. However, looks like I cant use formula fields with Historical Trends Report (snapshot).
Hi everyone, I need help with building a salesforce report. I'm trying to build a report to show the total changes in Opportunity Value of all opportunities and compare it to 30 days ago (did it go up or down by $). I tried using Historical Trends (Amount, 1 month ago, yesterday, change) but it doesn't count an opportunity that was closed as decrease in value. The value stays the same for the opp even if it was closed within the last 30 days. I tried making a custom field that copies the amount if the opp is open and returns 0 if the opp is closed but I am unable to add this custom field to the Historical Trend Tracking. Also, I am having an issue with grouping on a historical trend report since the "change" column disappears whenever I add grouping and I need to add grouping to be able to add this report to a dashboard. Anyone have any ideas on how to best tackle this?
