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Sidds
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Member since ‎Jul 7, 2023
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Sidds
Participant
February 27, 2024
Reply to Roll-Up/Look Up Properties?
But i am not referring to report i am referring to properties on standard objects
Sidds
Participant
February 27, 2024
Reply to Roll-Up/Look Up Properties?
Sure happy to explain more, maybe with screenshots We have the following property on company object And the following property on the de...read more
Solved
Sidds on February 27, 2024
Roll-Up/Look Up Properties?
Is it possible to create a roll-up property with the new custom formula feature? For example, we have a company tier property under the company object, and when a deal is associated, I want the property known as Associated Company Tier to displa read more
Reply Discussion CRM
0 upvote
7 Replies
Sidds
Participant
December 14, 2023
Reply to Help with Calculation Property? Stuck because only 1 condition can be placed
Thanks Karsten, i loved the solution you provided. Works for me 🙂
Solved
Sidds on December 13, 2023
Help with Calculation Property? Stuck because only 1 condition can be placed
Hi Community, Any suggestion or idea, regarding the following. I am trying to create a property which is Number of Open Sales Deals - New Business Pipeline Its a calculated property.. The use of this property would be to count numb read more
Reply Discussion CRM Enterprise Sales
0 upvote
3 Replies
Solved
Sidds on October 03, 2023
Copy Dropdown Options from One Object to another
Is there a third-party app or a way (with zapier) to automate dropdown options from one object to another. Let me give you an example. Lets say i have Car Brands dropdown in Company Object and the same dropdown is available under deal object read more
Reply Discussion CRM
1 upvote
2 Replies
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