GET DEMO
+1 (224) 655-6779
Solutions
By User Type
Admins
Getting Around Rollup Limitations
Reports & Data Aggregation
GDPR Compliance
Data Cleanup
Project Managers
Managing Internal Projects
Collaborate on External Projects & Client Status Reporting
Project Analytics
Salesforce Training for Project Management Success
C-Suite
Business Insights
Decision Making & Prioritizing Initiatives
Project Planning & Managing Execution
Custom Solutions & Integrations
IT Managers
Security & Compliance
Enabling Salesforce Users
Managing IT Projects
Avoiding Technical Debt
Salesforce Analysts
Reports & Data Aggregation
Project Management
Custom Solutions & Integrations
By Industry or Cloud
Software
Reports & Data Aggregation
Decision Making & Prioritizing Initiatives
Project Management
Security & Compliance
Healthcare & Life Sciences
Project Management
HIPAA Compliance
Reports & Data Aggregation
Custom Solutions & Integrations
Financial Services
Relating Custom Objects
Reports & Data Aggregation
Improving Data Quality
Compliance
Nonprofit
Reports & Data Aggregation
Improving Data Quality
Project Management
Products
Rollup Helper
Milestones PM+
Lookup Helper
Storage Helper
Prioritization Helper
Data Quality Helper
Helper Suite
Services
Salesforce Development Services
Milestones PM+ Starter Packs
Support
Rollup Helper
Milestones PM+
Lookup Helper
Storage Helper
Prioritization Helper
Data Quality Helper
Knowledge Articles
Log a Support Case
Blogs
Weekly Blog
Customer Success Stories
Release Notes
Company
About Us
Press & Testimonials
Resources
Contact Us
Careers
Search
Customer Success
Filtered by
data
All Customer Success
Have a story? Tell us!
Subscribe
Tags
Rollup Helper
(23)
Custom Object
(8)
Milestones PM+
(6)
Account
(5)
Industry: Financial Services
(5)
Development Services
(4)
Industry: Nonprofit
(4)
Lookup Helper
(4)
Project Management
(4)
data aggregation
(4)
Industry: Healthcare
(3)
Industry: Software
(3)
real-time data
(3)
Cloud: Community Cloud
(2)
Customer Success
(2)
Industry: IT
(2)
Industry: Nonprofit, Education
(2)
Net Promoter Score
(2)
Rollup Summary Field
(2)
Scheduled Rollups
(2)
Software
(2)
Targeted Rollup
(2)
billing
(2)
custom Apex code
(2)
customer experience
(2)
parent account
(2)
real-time triggers
(2)
Account Based Marketing
(1)
Account Management
(1)
Activity Monitoring
(1)
Contract
(1)
DLRS
(1)
Helper Suite
(1)
Hierarchy rollups
(1)
Industry: Education
(1)
Industry: Transportation
(1)
Lightning
(1)
Opportunity Pipeline
(1)
Rollup
(1)
SUM
(1)
Salesforce mobile app
(1)
Workflow
(1)
assigning resources
(1)
child account
(1)
complex lookup field
(1)
cross object rollups
(1)
display related records in Salesforce
(1)
duplicate quotes
(1)
duplicate records
(1)
master-detail relationships
(1)
multiple lookups
(1)
object API
(1)
project tasks
(1)
reporting
(1)
revenue metrics
(1)
standard objects
(1)
target object
(1)
tracking estimated hours
(1)
Customer Success
