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|
September 22, 2014
This is a 2 part Rollup. The first part captures the number activities on an opportunity. The second part makes use of workflow rules to capture the number of activities completed before a deal was closed. Take note if an opportunity is re-opened and closed the number of activities before closed...
|View post||Tags: COUNT, Opportunity, Task, Workflow|
July 16, 2014
Your org has a complex quoting or opportunity/project accounting business processes and the Opportunity Amount field is updated manually.
|View post||Tags: Opportunity, Quote, SUM|
July 14, 2014
Your organization needs to make sure that they've documented key roles on a deal.
|View post||Tags: Contact, TEXT, Opportunity, Opportunity Contact Role, Rollup Helper, Validation Rollups|
July 14, 2014
Tracking renewals for annual sales deals can be tricky.
|View post||Tags: COUNT, Opportunity|
May 8, 2014
Problem: You need to segment your customers based on how recently you have closed won business with an existing customer. For example, a report showing those customers that you have not had a recent closed won opportunity within the last 4 years and customers that have had a recently closed won...
|View post||Tags: Account, MIN, Opportunity, Scheduled Rollups|
Problem: Sales Reps in a B2B world need quite some time to close opportunities in Salesforce, so much so, that they need to log sales call notes constantly and follow up on many activities for each of their deals. Many of our customers are also using activity logging apps such as "Logger" that...
|View post||Tags: TEXT, Event, Opportunity, Task|
May 1, 2014
Problem: There is no out of the box way or field that calculated margin on a sales deal.
|View post||Tags: Opportunity Products, Opportunity, SUM|