Rollup Helper Use Case Library

Problem: Users wants to see the last activity Date and Time from associated Cases on the Account.

Solution: Create a rollup which rolls up the Last Modified Date.

The first step is to create a new...

Account, Account Management, Case, Case Management, MAX, Rollup Helper

Problem: Need to see how many cases are in each status with an Account.

Support wants to see how many cases are in each status with an Account to see how well they are being provided service. Sales...

Account, Case, COUNT, Case Management, Rollup Helper