Customer Success

Custom Object, Rollup Helper, Scheduled Rollups, reporting, cross object rollups

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...

Account, 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...

Account, Custom Object, Rollup Helper, Lookup Helper, child account, parent account, complex lookup field

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, DLRS, data aggregation, object API, target object, multiple lookups, 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, Helper Suite, Customer Success, Industry: Financial Services

A breakthrough online platform: Coach more, teach more, live more! SquadLocker's suite of tools empowers their users to provide every member of their community with all of their custom apparel...

Account, Custom Object, Rollup Helper, Lookup Helper, real-time data, data aggregation, 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 designer and...

Custom Object, Rollup Helper, Milestones PM+, Rollup, Targeted Rollup, Industry: IT

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 relationships, custom Apex code, billing