Problem: How do you calculate the sum of Closed Won Opportunities for each Account record?
Problem: How do you calculate the sum of Closed Won Opportunities for each Account record?
Problem: How do you calculate the sum of Closed Lost Opportunities for each Account record?
Problem: How do you calculate the sum of non-closed Opportunities for each Account record?
Problem: You want to be able to run a report to see what Accounts donated, and what its individual Employees donated, separately or together.
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...
Your org has a complex quoting or opportunity/project accounting business processes and the Opportunity Amount field is updated manually.
In the Winter '14 release of Salesforce, you may have heard about a new feature called "Embedded Analytics". In a nutshell, Embedded Analytics allows the Salesforce Administrator to embed up to 2...
Problem:
We needed a way to see how many hours had been tracked to a project by different Resource Groups. This is easy to do with reports, but we needed fields to be populated so we could run...
Problem:
We needed a field to show total hours tracked to Sick time and Vacation time Projects for a Resource. This is easy to do with reports, but we needed fields to be populated so we could use...
Problem: We needed a way to see how many Planned Hours had been allocated to a Master Project's Sub Projects. We often get retainer engagements for 500 hours, so we create a Master Project with 500...
Rollup Helper Use Case Library | Next |