Problem
As an Sales Representative, I want to see the last time a Contact responded to a Campaign.
GET DEMO
+1 (224) 655-6779
As an Sales Representative, I want to see the last time a Contact responded to a Campaign.
As an Sales Representative or Marketing Manager, I want to see the number of Campaigns a Contact has been a member of. This will help me analyze relationship building as well as how many...
As a Sales Representative, I want to see the name of the most recent Campaign a prospect was a member of displayed on the Contact record.
To measure a user’s productivity, I need to be able to report on the total number of Live Chat Transcripts and the total number of Cases worked in a week. There is not a way to link the...
Salesforce does not have a way of notifying anyone when the number of cases in the current month reaches a predefined limit for an account.
Your org has a complex quoting or opportunity/project accounting business processes and the Opportunity Amount field is updated manually.
Salesforce won't allow you to rollup information from assets to account without coding.
Your organization needs to make sure Opportunity Contact Roles on a deal have been entered.
Creating top partner reports or rollup fields for how many times someone or an organization has referred business to you is not straightforward in Salesforce.
Tracking renewals for annual sales deals can be tricky.
| Previous | Rollup Helper Use Case Library |