tag:blogger.com,1999:blog-7035508236318982577.comments2016-05-03T14:13:04.293-05:00Cloudy CumulusUnknownnoreply@blogger.comBlogger25125tag:blogger.com,1999:blog-7035508236318982577.post-13158830481129063702016-03-07T12:46:07.246-06:002016-03-07T12:46:07.246-06:00Apsona has modified the exact details of their off...Apsona has modified the exact details of their offer to nonprofits since I wrote this review. I recommend checking their website for up to date details! https://apsona.com/pages/sfdc/nonprofits.htmlAnonymoushttps://www.blogger.com/profile/16931925098497514181noreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-82546800825045581392016-03-06T15:32:18.063-06:002016-03-06T15:32:18.063-06:00Hi is it 10 or 3 free licenses for non profits?Hi is it 10 or 3 free licenses for non profits?Anonymoushttps://www.blogger.com/profile/00779447611984848052noreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-21407965311801002592015-11-18T05:32:45.712-06:002015-11-18T05:32:45.712-06:00Very Helpful.Very Helpful.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-80684445773868691142015-10-19T05:47:01.203-05:002015-10-19T05:47:01.203-05:00Informative article. Helped a lot as I used it dur...Informative article. Helped a lot as I used it during <a href="http://salesforcecrmtraining.in/" rel="nofollow">Salesforce training</a> for my students. Thank you, keep writing.<br /><br />HarshithaHarshitahttps://www.blogger.com/profile/03077355363442616487noreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-21717783790100517792015-03-07T12:59:41.450-06:002015-03-07T12:59:41.450-06:00Thanks for this great post, it's still right o...Thanks for this great post, it's still right on target!Anonymoushttps://www.blogger.com/profile/03017710618084073778noreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-82436022235339910342014-02-06T08:52:59.141-06:002014-02-06T08:52:59.141-06:00Your first challenge here would be to get informat...Your first challenge here would be to get information FROM the product object ONTO the Opportunity object. Since Opportunity is the parent, you would do this with Rollups of some variety. I am not sure what your "Payment" field is, so I can't comment on it without seeing it. <br /><br />Also, your use of the word "formula" here raises a yellow flag, as formula fields are not available for standard rollups. You have to do a workaround using a workflow+field update (if you are using EE or higher). <br /><br />For a more specific recommendation, please try to explain exactly what your end-goal is, and we can think about how you can get there!<br />Anonymoushttps://www.blogger.com/profile/16931925098497514181noreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-66554195856843951892014-02-06T08:44:41.737-06:002014-02-06T08:44:41.737-06:00Tom - I would first want to understand why your cu...Tom - I would first want to understand why your custom "Tax deductible" check box is not available for your standard rollups. Sometimes there are workarounds for standard rollups so that you would not need an additional app. <br /><br />If it turned out that it really is not possible to access what you need, then yes, I have yet to see a Rollup that Rollup helper can't handle!<br />Anonymoushttps://www.blogger.com/profile/16931925098497514181noreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-53083555576061093232014-02-05T17:10:15.980-06:002014-02-05T17:10:15.980-06:00Next question, can I produce a rollup field on the...Next question, can I produce a rollup field on the opportunity record itself, using a formula combining information from both the product and payment fields?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-67936727881350327182014-02-05T17:08:21.035-06:002014-02-05T17:08:21.035-06:00I have deployed products with our opportunities, a...I have deployed products with our opportunities, and I want to roll up all donations where the product was TAX DEDUCTIBLE (a custom field check box I added to the product object). Standard rollups don't give me access to this custom field, would this tool do that?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-34119487177751988002014-01-10T17:05:44.521-06:002014-01-10T17:05:44.521-06:00Great read friends. Helpful hints... Why aren'...Great read friends. Helpful hints... Why aren't more businesses managing more of their business in salesforce.com?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-71119651906556491672014-01-10T17:05:00.469-06:002014-01-10T17:05:00.469-06:00Great read friends! Why aren't more businesses...Great read friends! Why aren't more businesses managing more of their business in salesforce.com?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-72533073402567934082013-12-30T11:24:05.072-06:002013-12-30T11:24:05.072-06:00Pravin: if the child object is in a Master-Detail ...Pravin: if the child object is in a Master-Detail relationship with the parent, then you don't need Rollup Helper. You can do it with a regular salesforce roll-up field. Create the roll-up field on the parent object, and use the MAX function on the date field of the child object! This blog walks you through setting up a basic rollup: http://cloudycumulus.blogspot.com/2013/04/cloudys-chalkboard-create-roll-up.html<br /><br />If the two object are NOT in a Master-detail relationship, then yes, Rollup Helper will do this for you! I recommend installing the FREE version of the app on the appexchange - try it in your sandbox if you want to play around a bit. The Rollup Helper guide provides step by step instructions to set it up: http://rolluphelper.passagetech.com/Stephaniehttps://www.blogger.com/profile/15244256430992150914noreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-50145721152269487352013-12-30T07:55:22.709-06:002013-12-30T07:55:22.709-06:00I want to find the max(date) in child record i.e. ...I want to find the max(date) in child record i.e. roll up the date field. Is it possible by rollup helper ? If yes then any pointers for how to implement it.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-19845583015322542952013-12-26T09:19:49.067-06:002013-12-26T09:19:49.067-06:00Yes, rollup helper can help you with this. You ge...Yes, rollup helper can help you with this. You get one *free* automatic rollup with the free community edition of the app, so there is no reason not to try it. You will want to use the "counter" method described in the comments above - in this case put the "counter" formula (just a "1") on the Campaign Member record. Let me know if you need more help! www.redpathcg.comStephaniehttps://www.blogger.com/profile/15244256430992150914noreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-1878877549949975642013-12-23T22:25:50.275-06:002013-12-23T22:25:50.275-06:00I would like to know the number of campaigns for e...I would like to know the number of campaigns for each contact. Any recommendations for how to do this?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-47425809305653714332013-07-11T13:31:22.320-05:002013-07-11T13:31:22.320-05:00The counter itself, which is on the child object, ...The counter itself, which is on the child object, will never be more than 1. It can be a zero if the child object of a type that you don't want it to be counted. There should be no reason that this field ever needs to be visible, if you trust that your formula is working! :)<br /><br />On the parent object, your rollup summary field cannot be conditionally visible - it's either on the page layout or it is not. You could hide it on the page layout and just use it in reports, or control field visibility for profiles if you need to control who sees the info.<br />Stephaniehttps://www.blogger.com/profile/15244256430992150914noreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-68288942102171110752013-07-11T08:55:51.113-05:002013-07-11T08:55:51.113-05:00Perfect, the counter piece is what I was missing. ...Perfect, the counter piece is what I was missing. We have different "types" of accounts, so it may be formula fields such as District Counter: IF( Type = District, 1, 0; School Counter: IF (Type = Public School, 1, 0); IF (Type = Private School, 1, 0) etc. <br /><br />Is there any way to hide the counters if the count is 0 or 1, but display them if the counter is greater than 1?! <br /><br />Thank you so much!Paulhttps://www.blogger.com/profile/02370887370915987144noreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-73307145069126225462013-07-10T17:52:07.683-05:002013-07-10T17:52:07.683-05:00If the objects in question are in a Master-Detail ...If the objects in question are in a Master-Detail relationship, you don't need a special app; just use a regular roll-up summary field! But if it is just a lookup relationship, Rollup Helper will do the trick. Start by creating a "Counter" on the child object: a hidden formula number field with a value of "1". Then add a field on the Parent object where you want the summary total to roll up. With those two fields in place, Rollup Helper will walk you through the rest!Stephaniehttps://www.blogger.com/profile/15244256430992150914noreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-65171652317838801652013-07-10T17:38:18.894-05:002013-07-10T17:38:18.894-05:00I am trying to implement this app for a rollup of ...I am trying to implement this app for a rollup of how many children a parent account has. Any idea on how to start? Paulhttps://www.blogger.com/profile/02370887370915987144noreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-89374978159759222032013-05-13T01:44:13.766-05:002013-05-13T01:44:13.766-05:00This comment has been removed by a blog administrator.Anonymoushttps://www.blogger.com/profile/01500739913477977143noreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-28979374540733868272013-04-16T13:12:19.219-05:002013-04-16T13:12:19.219-05:00A great article on learning how Roll-up Summaries ...A great article on learning how Roll-up Summaries work in Salesforce! Thanks for putting this together!Anonymoushttps://www.blogger.com/profile/04030083665842664962noreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-89168027306901141562013-01-30T20:21:11.922-06:002013-01-30T20:21:11.922-06:00Cloudy, you are a great interviewer. Keep up the g...Cloudy, you are a great interviewer. Keep up the good work!Anonymoushttps://www.blogger.com/profile/12245077210779587946noreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-49014411107910269962012-12-18T13:33:58.611-06:002012-12-18T13:33:58.611-06:00Thanks for your comment Francis! I have used Conga...Thanks for your comment Francis! I have used Conga for several client projects, and I have not tried Drawloop yet. I would be very interested to try it for the right project. When I have compared the two, Conga won out based on its pricing structure, especially for companies that need to do large batch merges. I will keep Drawloop in mind, especially for a small company (<5 users) that only needs point merge capability.Anonymoushttps://www.blogger.com/profile/16931925098497514181noreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-71316590156221749662012-12-18T09:18:04.173-06:002012-12-18T09:18:04.173-06:00Hi Cloudy,
Thank you for the review. I'm glad...Hi Cloudy,<br /><br />Thank you for the review. I'm glad you found our service useful!Cedrichttp://www3.formassembly.comnoreply@blogger.comtag:blogger.com,1999:blog-7035508236318982577.post-57579829268285709262012-12-17T05:04:20.121-06:002012-12-17T05:04:20.121-06:00Have you tried Drawloop? Its similar to Conga Comp...Have you tried Drawloop? Its similar to Conga Composer but allows you do pull in VisualForce pages has an easier interface and you don't need to use merge fields in your documents which for me can be a pain.Francishttp://www.radnip.comnoreply@blogger.com