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Report on invoices, opportunity, subscriptions and/or quote objects

Is there a way one can link and report invoices, opportunity, subscriptions and/or quote objects in Salesforce. As I know, this is many many relationsihip within objects and  subscription details are part of invoice items which do not get sync to Salesforce via 360.

 

Customer is asking how they can link opportunity > subscriptions > invoices generated (within Salesforce)

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Support SME

Re: Report on invoices, opportunity, subscriptions and/or quote objects

Hello Vasu,

 

It appears that this question has been addressed via Support Ticket. To recap:

 

Your question is: Customer is asking how they can link opportunity > subscriptions > invoices generated (within Salesforce)

We can run a Subscription report with opportunity names and billing account name/id. Since there is no connection between subscription and invoice in SFDC, so we need to run another report - Invoices with Billing Account to pull out Billing Account. And then we can use Billing Account to connect opportunity > subscriptions > invoices.

So, the point is that there is no connection between Subscription and Invoice.

 






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Valued Scholar

Re: Report on invoices, opportunity, subscriptions and/or quote objects

But is there a simpler connection?

 

Say... opportunity to invoice?