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,...

Business Problem:

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.

Business Problem:  

As a Sales Representative, I want to see the name of the most recent Campaign a prospect was a member of displayed on the Contact record.

Share