Rollup Helper Use Case Library

Activity Monitoring Rollups

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One of the most popular use cases we have seen with Rollup Helper is the ability to capture key activity metrics on the lead, contact, or account pages. If activity monitoring is an important gap to fill in your org, we recommend upgrading to Rollup Helper – Enterprise Edition so your rollups will be calculated as your activities are being created and updated in your org.

Relevant use cases: 

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Capture Key Activity Metrics with Rollup Helper and Cirrus Insight Rollup Helper Use Case Library Count Records (Cases, Contacts, etc)