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Create a field that calculates the sum of all records that meet a criteria
I'm using Conga Composer to populate Salesforce data in a PowerPoint presentation from a report. Formula functions from the Report object is not recognized as a field so Conga won't capture that data. Is there a way that I can create a custom field that will display the total number of records based on a specific criteria?
For example:
Calculate the total number of IT Division opportunity records with a revenue of $50m or more.
COUNT: 27
For example:
Calculate the total number of IT Division opportunity records with a revenue of $50m or more.
COUNT: 27