Rollup Helper Improves User Experience for the StudentsFirst Team


Education non-profit, StudentsFirst, uses free Salesforce admin app Rollup Helper from trusted partner Passage Technology

The mission of StudentsFirst is to build a national movement to defend the interests of children in public education and pursue transformative reform, so that America can have 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: Meeting Reporting Needs With Standard Rollup Summary Fields

In the past, StudentsFirst has 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. Since they need to see how active local and state entities are in pursuit of educational policy advancement, it's critical for their organization to be able to roll up data throughout a complex campaign hierarchy.

Likewise, it's 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: Leveraging the Flexibility of Rollup Helper's Summary Fields

StudentsFirst 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: Improved User Experience and Productivity

Since their metrics cannot be measured so easily in dollars and cents, StudentsFirst expects Rollup Helper to improve the user experience for their staff. This will increase productivity, helping them focus on those emerging leaders and activities that provide the most opportunity.

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