Rollup Summaries with DLRS

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  • Опубліковано 18 бер 2022
  • How do we measure activity on an Opportunity?
    We want the opportunity to “show the story” about the communication with the customer.
    We need to have an easy way to see that the sales exec has been engaged with the customer.
    Activity Score measures:
    Number of Emails sent/received
    Number of calls created
    Number of tasks created
    DLRS used to count emails, calls, tasks
    Formula to create an Activity Score

КОМЕНТАРІ • 7

  • @nicolamitcham5986
    @nicolamitcham5986 2 роки тому +1

    Was great session, thanks for arranging!

  • @tusharkaore
    @tusharkaore 2 роки тому +1

    Thanks for the informative session 👍

  • @user-tk6cs6zn2m
    @user-tk6cs6zn2m 9 місяців тому

    Hi, It was a great video and really helped a lot. I'm getting error as mentioned below since yesterday that A calculate job for roll up "opportunity Emails Count" is already executing. If you suspect it is not already running try clearing the applicable record from the Lookup Rollup Calculate Jobs tab and try again. Could you please help me here.

  • @karenwilliam5593
    @karenwilliam5593 2 роки тому

    I have a specific use case. Can it please be discussed during this call?
    Basically I'd like to do a roll-up of field on a custom object filtered by the current fiscal year.

  • @tusharkaore
    @tusharkaore 2 роки тому

    Query - Is there any situations or instances where it is adviced not to use DLRS?