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Problem:

There are many scenarios in Salesforce where formula fields are required. Having to create Roll-up Summary fields without the ability to also use formula fields in your criteria presents a...

Problem:

There are situations where actionable data is required within Salesforce to drive workflows, increase user productivity or to aid in reporting. The solution is sometimes that a roll-up summary field is needed, but that is not always possible. Some scenarios where roll-up summary fields can...

A step by step walkthrough of combining Rollup Helper and Lookup Helper for Year over Year or Monthly Reporting.

Problem:

To improve customer retention, it is important to categorize customers based on the amount of time since their most recent order. You can use that information to automate processes to reach...

Problem:

Approaching a new Lead with a call or email introducing them to a product or service that they have already been engaged with via someone else at their company does not leave a good impression. For this reason, it makes more sense to look at an Account as a whole and make sure to review...

Problem:

For a Sales Manager, visibility into monthly commissions by Sales Rep is critical.

Problem:

An easy way to view agent case load utilization % is needed so that business decisions can be made on case reassignment or additional resources needed.

Problem:

A sum of previous year to date Opportunity amounts is needed on Account so that a year over year comparison can be made.

Problem:

To increase sales productivity, I want to see the last task's subject on contact records as well as a hyperlink so it can be used in contact list views and reports.

Rollup Helper was recently recommended by Top Step Consulting in their webinar on FinancialForce 3rd Party Integration Add-ons (4:37).  Some of the ideas that were presented: