December 16, 2016
For a Sales Manager, visibility into monthly commissions by Sales Rep is critical.
|View post||Tags: User, Custom Object, Helper Suite, Rollup Helper|
November 17, 2016
An easy way to view agent case load utilization % is needed so that business decisions can be made on case reassignment or additional resources needed.
|View post||Tags: Case, User, Rollup Helper|
June 29, 2015
As a Sales Manager, I need to monitor the number of demo's being completed each month by a Sales Rep.
|View post||Tags: COUNT, User, Task|
August 19, 2014
|View post||Tags: Account, Contact, COUNT, User|
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|
June 25, 2014
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...
|View post||Tags: Embedded Analytics, User, Event, SUM, Task|