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|
September 17, 2014
|View post||Tags: Contact, COUNT, Event, Lead, Scheduled Rollups|
August 8, 2014
To measure a user’s productivity, I need to be able to report on the total number of Live Chat Transcripts and the total number of Cases worked in a week. There is not a way to link the information in a report in Salesforce.
|View post||Tags: Case, User, Live Chat Transcript, Scheduled Rollups, SUM|
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|
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|