Problem
How do you calculate the amount of Cases for each Contact record?
How do you calculate the amount of Cases for each Contact record?
How do you calculate the amount of open Cases for each Account record?
An easy way to view agent case load utilization % is needed so that business decisions can be made on case reassignment or additional resources needed.
As an operations manager, I want to be able to easily see the date of the most recent task with a specific subject (Order Sent) that has been completed on a Case.
In Salesforce, maximizing efficiency and productivity is the name of the game. If you can't see or find your information exactly where you would like to, this limits company performance. If...
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...
Apex triggers enable you to complete custom actions, such as insertions, updates, or deletions, before or after events to records. Similar to database systems that support triggers, Apex...
Users wants to see the last activity Date and Time from associated Cases on the Account.
Create a rollup which rolls up the Last Modified Date.
The first step is to create a new...
Support wants to see how many cases are in each status with an Account to see how well they are being provided service. Sales and Marketing may hold off on selling if an Account is currently...
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...
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