September 22, 2014
This is a 2 part Rollup. The first part captures the number activities on an opportunity. The second part makes use of workflow rules to capture the number of activities completed before a deal was closed. Take note if an opportunity is re-opened and closed the number of activities before closed...
|View post||Tags: COUNT, Opportunity, Task, Workflow|
July 22, 2014
Salesforce does not have a way of notifying anyone when the number of cases in the current month reaches a predefined limit for an account.
|View post||Tags: Account, Case, COUNT, Rollup Helper, Scheduled Rollups, Workflow|
June 25, 2014
A great way to use Rollup Helper is to combine the target fields that Rollup Helper calculates with workflow rules. For example, when projects go over budget or are delayed, you will want to have access to this information at the project level to use in a workflow rule.
|View post||Tags: Custom Object, MAX, Workflow|