A Professional and Personal blog exploring Web Trends, Technology, and Strategy within the Service & Support and I.T Industries.
Tuesday, August 4, 2009
Video: Get a Pulse on Your Accounts - Salesforce Quick Tip
Some interesting ways to roll up consolidated information about an account in your CRM system using Rollup Summary fields in Salesforce.Com. This is actually very useful when you want to see a 360 view of your financial and operational data.