Key points to consider
- If you don’t enter any criteria and attempt to preview the invoice run, the preview is not generated. Instead, you are prompted to enter at least one filter criterion. This is to avoid running into Salesforce limitations.
- A maximum count of displaying 5000 records is supported due to limitations on the platform. If you exceed this count, Salesforce may throw an error on the batch process behind the screen which you may not be aware of. Hence Conga Billing recommends you keep the preview count less than 5000 records.
