Is it possible to use IF statements in a calculated field, and reference a related object?
We have an object for Provisioned Services (which are basically professional service hours, purchased by the client) which are related to a Company. These have different departments, and also different Status’ (Provisioned, Fulfilled, Expired).
Is there a way to get a roll-up summary with different slices such as;
Customer Success Hours - Provisioned
Customer Success Hours - Fulfilled
On the Company level?
I am currently doing it via Rules Engine every 2 hours, using a number of transformation/pivot tasks, which seems very cumbersome.
Best answer by jean.naironView original