November 17, 2016
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.
|View post||Tags: Case, User, Rollup Helper|
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.
|View post||Tags: Case, Rollup Helper, Task|
June 27, 2016
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 you have...
|View post||Tags: Case, COUNT, Task|
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|
August 18, 2014
|View post||Tags: Case, Case Comment, Lookup Rollups|
August 8, 2014
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 information in a report in Salesforce.
|View post||Tags: Case, User, Live Chat Transcript, Scheduled Rollups, SUM|
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|