In this meeting, we will focus on 2 useful Apps from the AppExchange:
1st Topic: Carlton Amerson from Passage Technology will give an overview of Rollup Helper and Lookup Helper Apps. Have you ever tried to run a report and the information you need is on 4 different objects or unavailable? Carlton will share with us 2 native apps that can solve these pain points and many more on the Salesforce platform.
- Rollup Helper - The trusted scalable rollup engine for Salesforce. Rollup any information in Salesforce with clicks and not code.
- Lookup Helper - Display related records anywhere in Salesforce. Will auto-populate lookup fields, gives you real-time filtered Related Lists and can Categorize your data in many ways.
2nd Topic. Kyle Booher from Geopointe will give an overview of Geopointe App. Geopointe is Google Maps integration within Salesforce. We provide a Real-time Interactive Mapping Solution to Enable Sales, Marketing & Admins by taking Advantage of Proximity Searching, Routing Optimization +Territory Management. We help Companies Apply Geolocation to their Salesforce Data to Drive Business Efficiency & Increase Profitability.