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235I've been tasked with building goals for our sales team that are based more on territories and account groups than ownership. Each territory has to focus on their top 25 key accounts (existing accounts with ongoing relationships) and a target list of 25 prospects. We'll need to be able to report on these over the course of the fiscal year, but the lists will likely change from quarter to quarter, so we've opted to use marketing lists as opposed to creating fields on the account entity to designate them. We'll have to create new marketing lists for each quarter.
Anyway, the roll up query approach seemed fairly straightforward. Return opportunities where:
[We have a custom Account field on our opportunity that's a lookup to the account entity (Potential Customer is exclusively a Contact for us - makes reporting more consistent).]
This ran fine when I fist built it. I tested it a couple times to make sure it was returning the right results, and then I moved to the next query, which is slightly more complicated in that some of the accounts on these marketing lists are parents of child accounts that actually have the opportunities. Here I had to add some more logic to make sure I exclude children if they're in a different territory, so I had to build one query for each territory.
This query works just fine in Advanced Find. If I run it within the Rollup Query, I get a generic "An error has occurred." The Goal it's connected to now shows this:
Worse, so does every active goal I have that has an opportunity query. Suddenly, none of the queries returning opportunities will run within the goal rollup query. Again, they work just fine in Advanced Find, just not here. What the heck is going on?
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