Number of Tasks From Lead Owner Problem: Because of Salesforce limitations with the standard relationship between Task and Lead, this use case gets a bit complicated, but with the use of our tool Lookup Helper along with Rollup... COUNT, Lead, Lead Management, Rollup Helper, Task
Optimize Sales Rep Reporting and Leaderboards in Salesforce Problem: As a Sales Manager, one convenient place is needed to provide visibility into all aspects of a Sales Rep's performance. Also, having a Sales leader board would further motivate Sales Reps... Sales Productivity, Rollup Helper, reporting
View Available Personnel in a Geographical Area Problem: As an inbound call center rep, I need to quickly and easily find available resources within the geographical location of the customer. Custom Object, Admin Apps, Rollup Helper, Field Rep, Zip Code
