--- title: Rollup Helper & Lookup Helper Customer Success Story | Customer Success description: "Customer story: Rollup Helper and Lookup Helper help summarize related items to Accounts and Contacts, and then present that information to the user on those records" image: https://www.passagetechnology.com/hubfs/Grifols%20logo.png --- [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 & Lookup Helper Extend Salesforce & Reduce Costs for Grifols USA ![Grifols logo](https://www.passagetechnology.com/hs-fs/hubfs/Grifols%20logo.png?width=244&height=54&name=Grifols%20logo.png) Based in Los Angeles, Grifols USA covers the U.S. market, offering a comprehensive portfolio of Grifols products and services. With more than 18,000 employees in the U.S., [Grifols](https://www.grifols.com/en/home) is one of the largest producers of lifesaving plasma medicines and other innovative biopharmaceutical solutions in the world.  While they were going through the process of rebuilding their team about seven years ago, they assessed their Salesforce org and found [Rollup Helper](https://www.passagetechnology.com/rollup-helper-overview) and [Lookup Helper](https://www.passagetechnology.com/lookup-helper-overview) were being used and were pleasantly surprised. ## Reducing the Need for Code, Adding Efficiency & Enabling Key Business Decisions “We were thrilled to have a tool that reduced the need for code to accomplish tasks that we needed beyond the capabilities of the native Salesforce toolset,” explained Jay Bolick, Director, CRM Global Biopharma at Grifols. He said that they have a need to summarize the number of related items to Accounts and Contacts, and present that information to the user on those records. “We also use this same information on several reports. Another example is our need to display the most recent activity on the detail page of an Account or Contact. Rollup Helper simplified this for us,” added Jay. “Considering the number of Rollups and Lookups we have built, I cannot imagine the amount of code that would have been required and time we would have invested to build and maintain these. It’s a big savings!” said Jay. He concludes, “The use of these Rollups and Lookups has made our team more efficient while meeting key business needs for data needed to enable key business decisions." ### Learn more about[Rollup Helper](https://www.passagetechnology.com/rollup-helper-overview) and [Lookup Helper](https://www.passagetechnology.com/lookup-helper-overview) Tags: [Rollup Helper](https://www.passagetechnology.com/customer-success/topic/rollup-helper), [Lookup Helper](https://www.passagetechnology.com/customer-success/topic/lookup-helper), [Industry: Healthcare](https://www.passagetechnology.com/customer-success/topic/industry-healthcare) | [** Rollup Helper Eliminates Need for Time-consuming Custom Apex Code at Wombat Solutions ](https://www.passagetechnology.com/customer-success/rollup-wombat-customer-story) | [Customer Success](https://www.passagetechnology.com/customer-success) | [ Thompson Pump Gets Around Rollup Limitations & Simplifies Reporting with Rollup Helper ** ](https://www.passagetechnology.com/customer-success/rollup-helper-thompson-pump) | | --- | --- | --- | [ 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. 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