February 5, 2018
There are situations where actionable data is required within Salesforce to drive workflows, increase user productivity or to aid in reporting. The solution is sometimes that a roll-up summary field is needed, but that is not always possible. Some scenarios where roll-up summary fields can...
|View post||Tags: Custom Object, Helper Suite, Opportunity, Rollup Helper|
February 27, 2017
Approaching a new Lead with a call or email introducing them to a product or service that they have already been engaged with via someone else at their company does not leave a good impression. For this reason, it makes more sense to look at an Account as a whole and make sure to review...
|View post||Tags: Account, Account Based Marketing, Helper Suite, Lead, Rollup Helper|
December 16, 2016
For a Sales Manager, visibility into monthly commissions by Sales Rep is critical.
|View post||Tags: User, Custom Object, Helper Suite, Rollup Helper|
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|