June 3, 2016
I'm really excited to share this use case with you. It is by far the most comprehensive solution we have ever recorded on YouTube, and this post will help to orient you to the entire solution as well as to the Helper Suite of apps. At a high-level, the rollup solution is to connect asset, case,...
|View post||Tags: Account, Asset, Case, COUNT, Opportunity Products, Custom Object, Helper Suite, Limit Rollups, Lookup Rollups, MAX, Opportunity, Scheduled Rollups|
August 22, 2014
Business Problem: As a support center manager, you will likely have a need for multiple account and case metrics to calculate and display in Salesforce. Examples that we have seen are, ‘Cases created this month’, ‘Cases created this year’, etc.
|View post||Tags: Asset, Case, Case Comment, COUNT, TEXT, Contract, Entitlement|