November 1, 2016
Rollup Helper was recently recommended by Top Step Consulting in their webinar on FinancialForce 3rd Party Integration Add-ons (4:37). Some of the ideas that were presented:
|View post||Tags: FinancialForce, Custom Object, Project Management, Rollup Helper|
As a Sales Manager, I need to know how many outbound call attempts it takes to achieve a discussion. Additionally, so that my reps are more productive, I need a filtered list view of the...
|View post||Tags: Contact, Rollup Helper, Task|
As an operations manager, I want to be able to easily see the date of the most recent task with a specific subject (Order Sent) that has been completed on a Case.
|View post||Tags: Case, Rollup Helper, Task|
July 22, 2014
Salesforce does not have a way of notifying anyone when the number of cases in the current month reaches a predefined limit for an account.
|View post||Tags: Account, Case, COUNT, Rollup Helper, Scheduled Rollups, Workflow|