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Craig Coulter Display relative data on User
Hi all,
I have a number field on the User object that I want to update daily/in real time which counts how many Closed Won opportunities that specific user has and that the value in a picklist seletion on User matches the picklist value on the Opportunity.
So if User A specialises in Industry B, I want to count how many active opportunities that user has based on those conditions and update the Live Campaigns number field on User and for that user to be able to see their numbers, not anyone elses.
Is this possible using Flows or Roolup summeries?
Thanks
Craig
I have a number field on the User object that I want to update daily/in real time which counts how many Closed Won opportunities that specific user has and that the value in a picklist seletion on User matches the picklist value on the Opportunity.
So if User A specialises in Industry B, I want to count how many active opportunities that user has based on those conditions and update the Live Campaigns number field on User and for that user to be able to see their numbers, not anyone elses.
Is this possible using Flows or Roolup summeries?
Thanks
Craig
Regarding your requirement , I have came across a video tutorial that would help you with the same -> https://www.youtube.com/watch?v=canOZjBhXBw
Requesting you to go through the above video and let me know further.
Hope it helps !
Thank you.
Thanks for your reply.
I found that video useful for another task, however on this particular one, I need to count up the records with specific filters and show the relevant results for each user on the user view. The records will be different for every user.
I'm going to try showing the record count through a Visualforce page.
Thanks