Easily Get the Data You Need with Rollup Helper + Lookup Helper

See how others are finding new ways to achieve their goals in Salesforce® without code.

Using Lookup Helper and Rollup Helper, you can accomplish things like grouping records into time period buckets, so that you can easily build dashboards or rollups by time period. There are so many possibilities—it’s like having a report or dashboard that’s relevant to the record you are viewing, follow you around in Salesforce. 

You can also park your accounts, contacts, and opportunities under a zip code, district, or other geographic criteria. You can even display the count of accounts, contacts, or the sum of total closed won sales amount for each zip code to track forecasts/potentials and actuals/history in each zip code. 

Following are five stories that show how our customers are using Rollup Helper + Lookup Helper to do more in Salesforce: 

1. Grifols needed 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," said Jay Bolick, Director, CRM Global Biopharma at Grifols. Read more: Rollup Helper & Lookup Helper Extend Salesforce & Reduce Costs for Grifols USA.
2. Ashberry was searching for a solution to a problem that they were experiencing in their org. They were trying to filter the amount for Opportunities shown. However, multiple Opportunities all shared the same name, which was used for bids on construction projects. Get the full story: Rollup Helper & Lookup Helper Streamline Sales Pipeline for Ashberry Water Conditioning.
3. As CRM Consultants, Rare Karma was hired by a client who had been using Apex code to get around Salesforce limitations. The challenge was that Rare Karma needed to find another way to get around these limitations without code. The client needed to be able to search and filter results, as well as reference values and use formulas to set field values. Read: Rollup Helper & Lookup Helper Empower Rare Karma to Achieve Goals Without Code.
4. Clear Capital was searching for a solution that would allow them to link objects and display multiple revenue and volume summaries for their business units. "When we were searching for a solution to the limits in rollup summary fields, we discovered that Passage Technology offered so much more,” explains Lisa Foster of Clear Capital. Read more: Clear Capital Simplifies Reporting With Lookup Helper & Rollup Helper.
5. SquadLocker needed a way to keep their sales team updated with their accounts and revenue activity. They also needed to associate their new Sales Line custom object with their current account object. See the full story: Rollup Helper & Lookup Helper Give SquadLocker’s Sales Team Data On-demand.

For additional ideas, check our blog post: Top Five Ways to Use Lookup Helper and Rollup Helper Together.  

Tell Us How You’re Using Rollup Helper and Lookup Helper Together 

Already using Rollup Helper and Lookup Helper together? Enter our Show & Tell Us customer story contest! 

It’s easy to enter, just answer a few questions about how you’ve used Rollup Helper and Lookup Helper together to achieve your goals in Salesforce. We’ll take care of the rest! If your story is added to Passage Technology’s website, you’ll be entered into a drawing to win one of five $50 Amazon gift cards!