Rollup to Calculate the Number of Notes Associated with an Object

Rollup for Notes brings enhanced functionality to our rollup user interface. With this addition, users can now track the total number of public notes associated with an object.

Introduction of this new rollup would provide the following benefits:

• The rollup provides a quick and easy way to see how many public notes are associated with an object. This information can be helpful for sales managers to track the progress of deals and identify opportunities that need more attention.
• The rollup field can also be used in dashboards to track the number of open notes over time. This information can be used to identify trends and make improvements to the sales process.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

The focus of this feature is exclusively on the count of public notes. The count of private notes is not included in the calculations or results.

Key Resources

Steps to setup rollups: https://docs.oracle.com/en/cloud/saas/sales/fadsi/setup-summary-for-rollups.html#s20079698

Access Requirements

Sales Administrators