Customer Success

Rollup Helper, Rollup Summary Field, master-detail relationships, Industry: Healthcare

Rollup Helper, Scheduled Rollups, parent account, Opportunity Pipeline

Rollup Helper, Industry: Healthcare

Rollup Helper, Lookup Helper, Opportunity Pipeline

Rollup Helper, Scheduled Rollups, Rollup Summary Field, Industry: Financial Services

Custom Object, Rollup Helper, Scheduled Rollups

Rollup Helper, Lookup Helper, Industry: Healthcare

Rollup Helper, custom Apex code, real-time triggers

Rollup Helper, Rollup Summary Field

Rollup Helper, Lookup Helper, Opportunity Pipeline

Rollup Helper, Targeted Rollup, parent account, Industry: Education

The Ohio Department of Development works to enrich communities and support economic opportunities with the goal of helping businesses, communities, and individuals throughout Ohio thrive. To help...

Custom Object, Rollup Helper, Rollup Summary Field, real-time triggers

Rare Karma is a CRM consultant specializing in front-office business transformation solutions and development using the Salesforce® and HubSpot platforms. The company combines deep industry...

Custom Object, Rollup Helper, Lookup Helper, parent account

As the largest poverty fighting organization in New York City, Robin Hood has been supporting families by building and fueling nonprofits across all five boroughs for 30+ years. Robin Hood’s mission...

Custom Object, Rollup Helper, data aggregation, Industry: Nonprofit

When Clear Capital needed to display multiple revenue and volume summaries for use in multiple business units, Business Systems Administrator Lisa Foster led the search to find a solution.

Custom Object, Rollup Helper, Lookup Helper, Customer Success, Industry: Financial Services