Business Problem:
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...
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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...
Problem: There is no out-of-the-box way or field in Salesforce that calculates margin on a sales deal.
Problem: Salesforce doesn't display the total sales figure I want to calculate and display on the Account page.
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