Problem:

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...

Problem:

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...

Problem:

For a Sales Manager, visibility into monthly commissions by Sales Rep is critical.

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,...

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