March 16, 2016
Use Case: A Salesforce user will want to quickly see what is the largest quote ever provided to an account from the Account page via a lookup field. For this use case, please follow these...
|View post||Tags: Account, Lookup Rollups, MAX, Quote, Sorted Rollups|
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|