Is there a limit to number of project records?
Client is looking to track profitability for every Field Service Work Order. Since Work Order does not flow to the Transactions object, I proposed using Projects with work order # as the name as a way to track profitability. Awhile back there was a message in the release notes that mentioned new limits (300 GL Accounts) was one of them. Were there any other data record limits mentioned? My client will have several hundred new projects per week and I'd like to verify there was not such record limit. I've search the community and cannot seem to locate that notice. Any feedback would be appreciated.
-
Hi Chris,
There was some info on limits lst week via an email from 1/6 titled "Accounting Seed Customer Notifications for 2022". I don't think it was posted anywhere on the community. It didn't have a ton of information in it. There was another mention of the limits in the Lily release notes - also not very much info. Specific info on the limits has been hard to come by.
Regardless, I think you're safe to create as many projects as you want within the data limits of your Salesforce instance. Since they are not captured in financial cubes and they do not post, they are merely a data point stored on transactions, so the number of Projects do not affect the number of transactions nor the complexity of the financial cube structure within an org.
That said, if the only reason you are creating a project record is that you need to capture the work order at the transaction level, and you aren't using any other information on the project, you can add a lookup to the work order on the transaction object, and write a flow that will populate it when the transactions are created.
Please sign in to leave a comment.
Comments
1 comment