June 16, 2016
Background: We put in product dates for our Opportunity Line Items and also use Scheduling for quantity and revenue (typically repeating monthly revenue). Our opportunity records capture products for an annual cycle but it is typically not a calendar year. So for the line items on the opportunity,...
|View post||Tags: Account, Opportunity Products, Non Real-time Rollups, Opp. Line Item Schedule, Opportunity|
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|
June 24, 2015
As an Account Manager in order to identify white space on Accounts, I would like to see a list of Opportunity Products purchased on each Account.
|View post||Tags: Account, Opportunity Products, TEXT, Opportunity|