StudentsFirst used Rollup Helper, a Salesforce app by Passage Technology.

StudentsFirst mission is to build a national movement to defend the interests of children in public education and pursue transformative reform, so that America has the best education system in the world. In pursuit of this mission, their organization supports state and local efforts to promote educational policy and reform.

Challenge: In the past they have relied almost exclusively upon standard rollup summary fields and a variety of formula fields. However, they found it difficult to meet all reporting needs due to inherent limitations of standard rollup summary fields. It is critical for their organization to roll up various data throughout a complex campaign hierarchy so that they could see how active local and state entities are in pursuit of educational policy advancement.

Likewise, it was important for their organization to cultivate future leaders in education policy. One aspect of this cultivation is the identification of members who clearly stand out as the most active supporters based on a variety of criteria.

Solution: They addressed their needs in Campaigns and Contact management via a mix of standard rollup summary fields as well as the more flexible rollup summary fields offered via Rollup Helper.

Results: Their metrics cannot be measured so easily in dollars and cents, but they expect Rollup Helper to improve the user experience for their staff, and in doing so increase productivity and help them focus on those emerging leaders and activities that provided the most bang for the buck.