Problem
How do you rollup the names of child Accounts under each parent Account record?
How do you rollup the names of child Accounts under each parent Account record?
How do you retrieve the text of the most recent Note Body on a child Note for each parent Account record?
You're unable to report on Opportunity, Opportunity Team Member and Products since Products and Opportunity Team Member are concurrent objects rather than hierarchical objects. So you want...
It is often times essential to identify a primary contact or specific "role" within an account. This may be for support or sales reasons. You may want to identify the primary contact's email...
Instead of having your users constantly referring to reports to gather information such as the next due task under an opportunity, rollup that information to a field directly on the...
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.
As a sales representative or manager, you need to know which products have or have not been purchased for each of your Accounts, so that you can have the most effective conversation and...
As an Account Manager or Sales Rep. I need to see the most recent activity on an Account before contacting the client.
As a Sales/Account Manager, I need visibility on an Account to the Last Task Completed.
As an Account Manager in order to identify white space on Accounts, I would like to see a list of Opportunity Products purchased on each Account.
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