Customer Success

Custom Object, Rollup Helper, Lookup Helper, Storage Helper, Customer Success, Salesforce, Passage Technology, customer story, mortgage and lending industries, Display multiple revenue and volume summaries, link objects, lookup and rollup field

Account, Custom Object, Rollup Helper, Lookup Helper, Customer Success, Salesforce, Passage Technology, real-time data, data aggregation, customer story, standard objects, display related records in Salesforce, revenue metrics

Optical Solutions Australia (“OSA”) is Australia’s largest independently owned network distribution company. Founded in 2002, OSA has quickly become Australia’s No. 1 independently owned...

Custom Object, Rollup Helper, Milestones PM+, Transportation, Project, Customer Success, Rollup, Targeted Rollup

An advocate for startups and small businesses, GSD Consulting specializes in end-to-end Salesforce consulting, development, org optimization, and ongoing support.

Custom Object, Project Management, Rollup Helper, Development Services, master-detail, custom Apex code, billing