A family foundation wants to use Salesforce to track its funding of dozens of projects using a Campaign for each project. The foundation has a goal of funds to disperse, and it is important that the foundation can track year over year goals for each project. What should a consultant recommend for the foundation to track progress?
- Create a custom object for year and a custom object for project to track.
- Create a Campaign hierarchy for project and year.
- Create reports with bucketing and filters.
- Create a process that populates custom fields for each year and project on Opportunities.
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