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Racine1
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Member since ‎Dec 20, 2023
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Simone Biehl

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Racine1 on February 12, 2024
Hello, I am having an issue with this custom code to associate a custom object with a Deal. This same code works when I am associating the same custom object with a Contact, with a different ID property, however, both ID properties I am using a read more
0 upvote
2 Replies
Participant
February 13, 2024
Hello @BérangèreL , thank you for getting back to me. I would like to automatically associate a reocrd of a custom object to a Deal based on filt...read more
Racine1 on February 12, 2024
Hello, I am having an issue with this custom code to associate a custom object with a Deal. This same code works when I am associating the same custom object with a Contact, with a different ID property, however, both ID properties I am using a read more
0 upvote
2 Replies
Participant
February 13, 2024
Hello @BérangèreL , thank you for getting back to me. I would like to automatically associate a reocrd of a custom object to a Deal based on filt...read more
Racine1 on December 20, 2023
There should be a filter criteria for a custom property to roll-up the values of 'closed won' deals across all pipelines. For example: filter criteria to roll-up the SUM of all 'closed won' deals.
3 upvotes
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