SALESFORCE
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Funds
- Fund Types and Consolidation
- Fund Roles and Workflows
- Create A Fund
- Open A Fund
- Deactivate and Close A Fund
- What happens to Allocations if I change the Fund or Amount on the Opportunity?
- How to split an opportunity and payment between multiple Funds
- How to select a Fund for a new opportunity
- What is an allocation?
- How to set a default Fund for a Campaign or the entire organization
- Fund Types and Consolidation
- How to Configure Fund Allocations Settings