Overview
Realized Sales Upload is a monthly process executed by CRM Team in iCARe for SpP GBU. In the current month, we load the realized sales from the previous month.
Steps to upload the data
1 - Business opens a ticket with 2 excel files containing the realized sales to insert and the exchange rates to update
2 - Update currency rates with type Realized Sales
2.1 - Execute the following query and extract the information into an excel file
select id, Target_Currency__c, Type__c, Exchange_Rate__c from BW_Exchange_Rate__c where Type__c = 'Realized Sales'
2.2. - Open the file Exchange rates. Map by currency to get the corresponding SF Ids. Remove the rows without Ids. Make sure the exchange rate value doesn't have comma.
Prepare the file with SF Ids and exchange rates. Use the columns F (Id) and Exchange Rate (G) to perform the update in the table BW_Exchange_Rate__c.
3 - Update the realized sales
3.1 - Go to the report - https://syensqo-icare.lightning.force.com/lightning/r/Report/00ORf000002uYM1MAM/view?queryScope=userFolders and extract the data into an excel file.
Note: do not change the Realized Sales Created Date filter. It's always Feb 1st 2026, until Feb 2027. In March 2027, we change the report filter to February 1st 2027.
In February month we do not load Realized Sales. It means that in Feb 2027 we skip this step 2.
3.2 - For the records extracted, run the following updates:
3.2.1 - Update realized sales with flag BWX_Update_Flag__c = 0
3.2.2 - Update realized sales with flag BWX_Update_Flag__c = 1
3.3 - insert realized sales in the file from the business
3.3.1 - map the columns with SF api names (mapping in this file - row #2)
3.3.2 -
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