Next Renewal Date is inaccurate
Requirements | Request
Because of the calculation problems in Salesforce with
Next Renewal Date we need to choose a path forward:
- Accept that sometimes this will be wrong
- Build a rule to update based on the Opp (not ideal because this calc should be created in SFDC and then transferred to GS)
- Remove the date field
Since we have the Opps flowing into Gainsight, I believe the short term solution is to remove the date field and then coordinate with Sales Ops and Sales Systems on refining the
Next Renewal Date in Salesforce.
Example where the
Next Renewal Date is 2020/12/31 but the actual renewal is 2020/05/23 because of an early 2020 renewal.