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,...

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,...

Products Purchased

June 24, 2015

Business Problem:

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.

Problem: There is no out of the box way or field that calculated margin on a sales deal.