2023/05/17
Dear PT,
When viewing an Account page in Salesforce®, our company’s users would like to see a list view of the Opportunity Products associated with the Account’s various Opportunities. Is there an easy way to do this?
Attah Glence from Product Point, Nigeria
2023/04/11
Dear PT,
Comparisons can be an important factor in forecasting. At our company, we’d like to compare this partial year’s revenue Opportunity total for an Account to the same time period in the previous year. Are we going up, down, or flat? Salesforce® doesn't do this out of the box. Can Rollup Helper help us?
Totul Todayt from Trend, Denmark
2022/12/09
Dear PT,
Our company displays products, quantity, and revenue on our Opportunity records. Unfortunately, the revenue figures are from the last 12 months to date, so the total may span two different years. We need to separate the revenue into two different categories, this year and last year. And we’d also like to display this information at the Account level. What do you suggest?
Rev. Nu Kalander from Fields, IN
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