Rollup Helper Use Case Library

Problem: As a Sales Manager, one convenient place is needed to provide visibility into all aspects of a Sales Rep's performance.  

Also, having a Sales leader board would further motivate Sales Reps...

Sales Productivity, Lookup Helper, reporting

Problem — You want to roll up activities from your marketing automation to other Salesforce objects

Campaign, Email, Marketing, Cloud: Marketing Cloud

Problem - Opportunities can get clogged up and confusing when multiple contractors are bidding on the same project, such as a new construction site.

The Sales team wants to accurately forecast their...

Lookup Rollups, Opportunity, Lookup Helper, Opportunity Pipeline

Problem

Account, COUNT, Opportunity Products, Opportunity

Problem

How do you calculate the amount of Cases for each Contact record?

Case, Contact, COUNT, Pre-Built rollup

Problem

How do you calculate the sum of Closed Won Opportunities for each Account record?

Account, Opportunity, SUM, Pre-Built rollup

Problem

How do you calculate the sum of Closed Lost Opportunities for each Account record?

Account, Opportunity, SUM, Pre-Built rollup

Problem

How do you calculate the sum of non-closed Opportunities for each Account record?

Account, Opportunity, SUM, Pre-Built rollup

Problem

How do you calculate the number of won Opportunities for each Campaign record?

COUNT, Campaign, Opportunity, Pre-Built rollup

Problem

How do you calculate the number of won Opportunities for each Account record?

Account, COUNT, Opportunity, Pre-Built rollup