Article suggestions
When it comes to managing payments in a business, it's essential to have a system that can effectively ensure that transactions are secure and accurate. With Payment Center Settings, users can use a feature known as the Update Check Opportunity Before Payment to help ensure that payments are only processed when they meet specific validation rules.
Performing data calculations and rollups within Salesforce is crucial for gaining insights and making informed decisions. In this guide, we will walk you through the process of utilizing the 'Rollup Payments' button. This feature enables you to perform a real-time rollup of the total paid amounts for both account and opportunity records.