A success community member needed to create a simple tabular report showing just one open task per opportunity. This can be achieved by Rollup Helper. Such a solution allows for key details from the open task to be displayed at the opportunity, so that no custom report types need to be created or...

Business Problem:

As a Marketing Manager, I want to see the name of the first Campaign a prospect was a member of displayed on the Contact record.

Capture 1-13

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...

Business Problem:

As an Account Manager or Sales Rep. I need to see the most recent activity on an Account before contacting the client.

Business Problem:

As a Sales/Account Manager, I need visibility on an Account to the Last Task Completed

Business Problem:  

As a Sales Representative, I want to see the name of the most recent Campaign a prospect was a member of displayed on the Contact record.

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