2023/09/05
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2023/09/05
2023/08/22
According to Gartner’s 2023 Software Buying Trends report, “Budgets are getting tighter and leaders are forced to figure out how to do more with less.”
2023/07/27
This issue features the latest company news and app updates!
2023/06/26
2023/06/12
Dear PT,
We love Rollup Helper. We use it in so many ways. However, we work with a lot of different business segments, and would like to create rollups that only populate to certain parent objects—like only up to Customer Accounts instead of Prospects. Is there a way to filter our rollup results?
Phil Tearring from Parent, MN
2023/05/09
When your organization’s data is connected, this can open up new opportunities.
2023/04/27
This issue features the latest company news along with Rollup Helper, Lookup Helper, and Milestones PM+ updates.
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
2023/03/01
Dear PT,
At our company, we are having difficulties leveraging the default configuration for the Last Activity field in our Salesforce® org. We are looking for a convenient and efficient way for RevOps team members to know what happened in our last contact with a customer, but it’s difficult since activities are split into both Tasks and Events. And it would be nice if we didn’t have to spend time on coding and ongoing maintenance to achieve this. Can you help?
C. Last in NOLA
2023/02/24
This issue features the latest company news along with Lookup Helper and Milestones PM+ updates.
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