Enter Our "Show & Tell Us" App Contest

Tell us how you’ve used Rollup Helper + Lookup Helper together for a chance to win one of five $50 Amazon Gift Cards

Two apps are better than one—and more powerful. To kick off the contest (details are below), we’ve compiled use cases, blogs, and customer stories that show when Rollup Helper + Lookup Helper are combined, they empower Admins like you to do more.

Building & Running Reports 

For example, by allowing Lookup Helper to relate your data, your users will be able to easily find relevant information by leveraging the standard Salesforce® related lists and lookup hover-over capabilities. It also works with standard and custom objects.

Then you can use Rollup Helper to build mission critical reports and trigger intelligent data-driven workflows. If you have a complex rollup scenario, you can easily transform data into real-time reports, and all data stays safe and secure in your org. To boost reporting capability, cross object rollups and custom filters allow you to rollup data to a centralized object. Get the details.

GDPR Compliance

Are you doing business in the EU and you want to be GDPR compliant, but information about your users is in various locations? Being GDPR compliant is challenging if your email opt-outs are stored in your email marketing system and updated contact information is in Salesforce. To learn how you can use Rollup Helper and Lookup Helper to keep your users' contact information up-to-date and in one place, read the use case.

Top Ways to Use Rollup Helper + Lookup Helper Together

One of the top ways to use these powerful apps together includes rolling up organization-wide metrics. First, create a single object with a single record for your organization. Then, setup Lookup Helper to link each source record to it. This allows you to get a global SUM, AVERAGE, MAX, MIN, COUNT across all records tied to that organization-wide record.

Another popular use case is categorizing or grouping records (e.g. opportunities) into regions, so leaders can have instant visibility to regional rollups/forecasts. Just roll up your source field (e.g. closed won opportunity amount) into each region to get started. For more ideas on how to use Rollup Helper + Lookup Helper together, check out the use case.

See How Others are Using Rollup + Lookup Helper to Achieve their Goals

How Grifols USA is Extending Salesforce & Reduce Costing Costs

See how Grifols USA reduced the need for code to accomplish tasks beyond the capabilities of the native Salesforce toolset. Read the full story.

How Clear Capital Stays on Top of Data Trends and Simplifies Reporting

When Clear Capital needed to display multiple revenue and volume summaries for use in multiple business units, they chose Rollup Helper and Lookup Helper to achieve their goals. Learn how Clear Capital is providing data for their teams that would otherwise be done manually. See the full story.

How to Enter the Show & Tell Us App Contest

Tell us the story of how you’ve used Rollup Helper + Lookup Helper together, and you could win prizes and be featured on our website! 

Just submit your story and tell us how you’ve used both these apps together to achieve your goals in Salesforce. If your story is added to our website, you’ll be entered into a drawing to win one of five $50 Amazon gift cards.

The Show & Tell Us App promotion runs July 1, 2024 through December 30, 2024. To be eligible, stories must be selected to appear on our website. Passage Technology reserves the right to edit stories for style, readability, and accuracy as part of our content management process. For details about the drawing, see our Sweepstakes rules. 

Clear Capital®, the Clear Capital logo, and other trademarks of ClearCapital.com, Inc. included herein are the property of ClearCapital.com, Inc. or its subsidiaries.