Author Archives: Dan

Troubleshooting DLRS 101

Hey long time no help. Sorry about that, M&A’s, new jobs, and babies make for quite a hectic time.  Enough with that onto the good stuff!  Top issues people run… Read more »

Counting Tasks with DLRS

ObHow many tasks have been done in X time frame is a common ask from marketing or sales.  Before it would require a report to answer but now with DLRS… Read more »

How to DLRS

Salesforce is great for making object creation and data collection super easy.  One thing it doesn’t make so easy is jumping tables as you MUST use a Master Lookup if… Read more »