June 29, 2015
As an Account Manager, I need visibility to the date of the most recent task completed by the Account Owner.
|View post||Tags: Account, TEXT, Task|
June 24, 2015
As an Account Manager in order to identify white space on Accounts, I would like to see a list of Opportunity Products purchased on each Account.
|View post||Tags: Account, Opportunity Products, TEXT, Opportunity|
August 19, 2014
|View post||Tags: Account, Contact, COUNT, User|
July 22, 2014
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.
|View post||Tags: Account, Case, COUNT, Rollup Helper, Scheduled Rollups, Workflow|
July 14, 2014
Salesforce won't allow you to rollup information from assets to account without coding.
|View post||Tags: Account, Asset, TEXT|
May 8, 2014
Problem: You need to segment your customers based on how recently you have closed won business with an existing customer. For example, a report showing those customers that you have not had a recent closed won opportunity within the last 4 years and customers that have had a recently closed won...
|View post||Tags: Account, MIN, Opportunity, Scheduled Rollups|
May 1, 2014
Problem: Salesforce doesn't display the total sales figure I want to calculate and display on the Account page.
|View post||Tags: Account, Custom Object, Opportunity, SUM|
May 1, 2014
Problem: You need to display a count of the total records that meet some condition on the parent, Rollup Summary Fields are NOT an option. In this video, we will show you a very simple and easy to understand rollup. How many contacts do I have that are VPs at a given account?
|View post||Tags: Account, Contact, COUNT|