--- title: Rollup Helper Adds Efficiency for GSD Consulting's Projects & Billing | Customer Success description: "GSD Consulting uses free Salesforce rollup field data app Rollup Helper: Must-have admin app, productivity app for Salesforce admins." image: https://www.passagetechnology.com/hubfs/Customer-Success/CS-thumbnail_GSD.jpg --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) # Rollup Helper Adds Efficiency for GSD Consulting's Projects & Billing ![SMB Salesforce consultant, GSD Consulting, uses free Salesforce admin app Rollup Helper from trusted service partner Passage Technology. Case study, customer success story.](https://www.passagetechnology.com/hs-fs/hubfs/Customer-Success/CS-post_logo-GSD.png?width=200&name=CS-post_logo-GSD.png)An advocate for startups and small businesses, GSD Consulting specializes in end-to-end Salesforce consulting, development, org optimization, and ongoing support. ## Challenge: Rollup Time & Dollar Amounts Across Two Objects in Real-time GSD used [Rollup Helper](https://www.passagetechnology.com/rollup-helper-overview) internally to help them keep track of logged time, invoices, payments, expenses, and projects in custom objects. This included some with lookup relationships where data needed to be rolled up across objects. Because time entries are not master-detail to Invoices or Payments, they needed to rollup time across those two objects in real-time. ## Solution: Custom Rollups for Billing Information The team at Passage Technology used Custom development rollups using Apex. First they used Rollup Helper to rollup time and dollars. Next they pulled bill rates from certain objects to multiply them by time, and rolled up the time and amounts from Time Entries onto Invoice and Payment objects. They then issued Invoices and Payments using DrawLoop DDPs. ## Results: Added Efficiency & Time Savings  Passage Technology's solution gave GSD the flexibility they needed as they built out their functionality, which provided immense value. Rollup Helper saved them valuable time involved with developing their internal project management and billing solution. Without it, they would've needed a developer to change things multiple times as they nailed down their data model. ### [Learn More about Rollup Helper and the Helper Suite](https://www.passagetechnology.com/helper-suite-overview) Tags: [Custom Object](https://www.passagetechnology.com/customer-success/topic/custom-object), [Project Management](https://www.passagetechnology.com/customer-success/topic/project-management), [Rollup Helper](https://www.passagetechnology.com/customer-success/topic/rollup-helper), [Development Services](https://www.passagetechnology.com/customer-success/topic/development-services), [custom Apex code](https://www.passagetechnology.com/customer-success/topic/custom-apex-code) | [** OneGoal Leverages Data from Rollup Helper to Improve Student Outcomes ](https://www.passagetechnology.com/customer-success/case-study-onegoal) | [Customer Success](https://www.passagetechnology.com/customer-success) | [ Development Services Implements Community Cloud for Rockpool Investments ** ](https://www.passagetechnology.com/customer-success/rockpool-investments-community-cloud) | | --- | --- | --- | [ Rollup Helper Elevates AI Company's Revenue Reporting With Connected Account & Product Data ](https://www.passagetechnology.com/customer-success/rollup-helper-enhances-capacitys-revenue-reporting) [ Aggregating Customer Success Data: Research Leads ISI Analytics to Rollup Helper ](https://www.passagetechnology.com/customer-success/aggregating-customer-success-data-research-leads-isi-analytics-to-rollup-helper) [ Benecon Leverages Rollup Helper for Multiple Time-Saving Use Cases ](https://www.passagetechnology.com/customer-success/rollup-helper-saves-time) [ Rollup Helper Provides Sales Insights Needed for Data-Driven Decisions ](https://www.passagetechnology.com/customer-success/rollup-helper-sales-insights) [ Rollup Helper Simplifies CPQ Calculation Process for Kipu Health ](https://www.passagetechnology.com/customer-success/rollup-helper-cpq-kipu) [ Rollup Helper Elevates AI Company's Revenue Reporting With Connected Account & Product Data ](https://www.passagetechnology.com/customer-success/rollup-helper-enhances-capacitys-revenue-reporting) [ Dakota Financial Uses Rollup Helper to Make Smooth Transition to Salesforce ](https://www.passagetechnology.com/customer-success/rollup-dakota-customer-story) [ Aggregating Customer Success Data: Research Leads ISI Analytics to Rollup Helper ](https://www.passagetechnology.com/customer-success/aggregating-customer-success-data-research-leads-isi-analytics-to-rollup-helper) [ Benecon Leverages Rollup Helper for Multiple Time-Saving Use Cases ](https://www.passagetechnology.com/customer-success/rollup-helper-saves-time) [ Rollup Helper + Lookup Helper: A Winning Combination for Aspire ](https://www.passagetechnology.com/customer-success/rollup-lookup-aspire-customer-story) © 2026 Passage Technology LLC All Rights Reserved. [Privacy Policy](https://www.passagetechnology.com/privacy-policy) | [Purchasing & Legal](https://www.passagetechnology.com/purchasing-and-legal) | [Terms of Service](https://www.passagetechnology.com/terms-of-service) | [App Security](https://passagetech.my.site.com/KnowledgeBase/s/article/Security-and-Privacy-Policy-1578080055496) - [** ](https://www.facebook.com/passagetech) - - [** ](https://www.linkedin.com/company/passage-technology) - [** ](https://www.youtube.com/channel/UCK2tzaCWVC7PmFCXrLirnZw) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Passage Technology", "url" : "https://www.passagetechnology.com/customer-success/author/passage-technology" }, "dateModified" : "2024-11-27T15:25:45.450Z", "datePublished" : "2016-11-03T01:45:00.000Z", "headline" : "Rollup Helper Adds Efficiency for GSD Consulting's Projects & Billing", "image" : [ "https://www.passagetechnology.com/hubfs/Customer-Success/CS-thumbnail_GSD.jpg" ], "mainEntityOfPage" : { "@id" : "https://www.passagetechnology.com/customer-success/customer-success-story-crm-passport", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://www.passagetechnology.com/hubfs/Logo%20PT_colors_wide_on-white.png" }, "name" : "Passage Technology LLC" } } ```