February 5, 2018
There are situations where actionable data is required within Salesforce to drive workflows, increase user productivity or to aid in reporting. The solution is sometimes that a roll-up summary field is needed, but that is not always possible. Some scenarios where roll-up summary fields can...
|View post||Tags: Custom Object, Helper Suite, Opportunity, Rollup Helper|
A step by step walkthrough of combining Rollup Helper and Lookup Helper for Year over Year or Monthly Reporting.
|View post||Tags: Custom Object, Rollup Helper|
June 26, 2017
To improve customer retention, it is important to categorize customers based on the amount of time since their most recent order. You can use that information to automate processes to reach...
|View post||Tags: Contact, Order, Rollup Helper|
February 27, 2017
Approaching a new Lead with a call or email introducing them to a product or service that they have already been engaged with via someone else at their company does not leave a good impression. For this reason, it makes more sense to look at an Account as a whole and make sure to review...
|View post||Tags: Account, Account Based Marketing, Helper Suite, Lead, Rollup Helper|
December 16, 2016
For a Sales Manager, visibility into monthly commissions by Sales Rep is critical.
|View post||Tags: Custom Object, Helper Suite, Rollup Helper, User|
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, Rollup Helper, User|
November 16, 2016
A sum of previous year to date Opportunity amounts is needed on Account so that a year over year comparison can be made.
|View post||Tags: Account, Opportunity, Rollup Helper|
November 2, 2016
To increase sales productivity, I want to see the last task's subject on contact records as well as a hyperlink so it can be used in contact list views and reports.
|View post||Tags: Activity Monitoring, Contact, Contact Management, Rollup Helper, Sales Productivity, Task|
November 1, 2016
Rollup Helper was recently recommended by Top Step Consulting in their webinar on FinancialForce 3rd Party Integration Add-ons (4:37). Some of the ideas that were presented:
|View post||Tags: Custom Object, FinancialForce, Project Management, Rollup Helper|
As a Sales Manager, I need to know how many outbound call attempts it takes to achieve a discussion. Additionally, so that my reps are more productive, I need a filtered list view of the...
|View post||Tags: Contact, Rollup Helper, Task|