7 Popular Use Cases that Lighten the Load for Salesforce Admins

Admins need all the help they can get.

Let’s face it, Salesforce® Admins have a lot of demands on their time, and they need all the help they can get. From ensuring data is updated and clean, addressing customization requests to creating reports, and managing compliance, their days are packed.

When our customer in the education tech space, Swivl, was going through a period of rapid growth, their Salesforce Admin Inna Ilchuk found that rolling up data daily was becoming more time-consuming. 

She started using Rollup Helper’s added targeted rollup functionality and it made a huge difference. “I can easily collect product data at the Opportunity level, or even at the Account level, etc., and that's cool! The basic tools of Salesforce, unfortunately, do not provide for this,” explained Inna.

She also uses Rollup Helper to see a list of Opportunity Products purchased on each Account. To see the results on an Account, she simply creates a hierarchy rollup. Next, she rollups Products to the Opportunity, then again to Account.

Inna adds, “This solution greatly simplifies the work of the Salesforce Administrator and is easy to use.”

Following are some of our most popular use cases with step-by-step instructions.

When you have multi-level account hierarchies, there are numerous benefits to having all child accounts directly related to the top level account. 

Within Salesforce, it’s not possible to do hierarchy rollups without Apex coding and standard summary fields will not support these types of roll-ups. Here’s a solution that can help.

Need to identify a primary contact's email address or other key piece of contact information and have it accessible to workflow and other business processes?

Here’s a solution for when users need to identify duplicate cases and reconcile the data.

What do you do when the reasons for losing a prospect aren’t listed on the Opportunity record?

6. Count the Number of Campaigns on a Lead Record

Marketing wants to find out if their campaigns are successful in lead generation. How do you determine the number of campaigns that influence a Lead?

7. Ensuring Contact Information Is Gathered in Salesforce

Contact or Account records are missing information. Here’s how you can make sure this information isn’t overlooked.