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 use our tool Lookup Helper along with Rollup...
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 use our tool Lookup Helper along with Rollup...
As an inbound call center rep, I need to quickly and easily find available resources within the geographical location of the customer.
Lookup Helper Use Case Library |