Problem
How do you calculate the earliest created date of a child Campaign for each parent Contact record?
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How do you calculate the earliest created date of a child Campaign for each parent Contact record?
How do you calculate the first activity date on a child Task record for each parent Contact record?
You send out Net Promoter Score (NPS) surveys to your customers. Responses are recorded on the Contact, but you want to get a high level view of how many Promoters and Detractors are recorded...
To improve customer retention, it is important to categorize customers based on the amount of time since their most recent order. You can use that information to automate processes to reach...
To increase sales productivity, I want to see the last task's subject on contact records as well as a hyperlink so it can be used in contact list views and reports.
As a Sales Manager, I need to know how many outbound call attempts it takes to achieve a discussion. Additionally, so that my reps are more productive, I need a filtered list view of the...
It is often times essential to identify a primary contact or specific "role" within an account. This may be for support or sales reasons. You may want to identify the primary contact's email...
As a Marketing Manager, I want to see the name of the first Campaign a prospect was a member of displayed on the Contact record.
Need to know when we last had an in-person meeting with a contact or lead. Salesforce allows you to track this information as a task or event on the contact or lead record, but to trigger...
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