Phase the Tableau Home Loan Dashboard recreation in SFDC as: (1) discover schema → (2) create Loan_Consolidated_Status__c formula field on Loan__c after Shraddha confirms derivation logic → (3) buil
Decision
Phase the Tableau Home Loan Dashboard recreation in SFDC as: (1) discover schema → (2) create Loan_Consolidated_Status__c formula field on Loan__c after Shraddha confirms derivation logic → (3) build R1-R3 (funnel + channel mix core) in fullcopy and validate counts vs Tableau within ±0 records for THIS_FISCAL_YEAR → (4) deploy to production + build R4-R12 + dashboard. Native SFDC reports for 11/12 KPIs; defer MoM Penetration delta (KPI 18) to CRM Analytics or keep in Tableau.
Rationale
Consolidates two paired decisions (Loan_Consolidated_Status__c field creation + native-SFDC-reports preference). Phasing rationale: validating R1-R3 first against Tableau ground truth catches any schema-divergence or filter-semantics drift before scaling to 12 reports. Field-first ordering is critical because R3 + R12 (channel mix + MoM trend) both depend on Loan_Consolidated_Status__c — building reports before the field exists creates rework. Pre-built formula fields on Loan__c (11 fields covering TAT/ageing) collapse R4-R8+R11 to thin Bucket-Field reports — primary effort concentrates on R1 (funnel) where exact-count parity vs Tableau is the validation bar.
Alternatives Rejected
Outcome
Pending
Related
- adopt-phased-tableau-cortex-analyst-alignment-phase-0-1-defi
- build-the-sfdc-home-loan-reports-natively-in-salesforce-repo
- recommend-creating-a-new-sfdc-formula-field-loanconsolidated
- referral-credit-note-scs-module-is-go-for-production-within
- sdrroc-fund-transfer-2-negation-requirement-is-satisfied-at
- supersedes-decision-409649ae-3411-47a0-a5af-fcd5ec5ef4f9-do