Referral Tracking

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Business Problem:  

Creating top partner reports or rollup fields for how many times someone or an organization has referred business to you is not straightforward in Salesforce. 

Solution:  

Count the number of referred items (e.g. leads, custom objects, contacts, etc) and do a SUM (Count) rollup. For example, one of our clients wanted to to track how many times they got a medical referral (Custom object) and rolled up the count of these to the Physician (Contact) that submitted the referral. 

  • Create a new Number field on the Account object. Also create a checkbox on Opportunities to show if this is a referred Opportunity. 
  • Create a rollup in Rollup Helper
    • Set destination object as Account
    • Select the new Number field you just created
    • Set child object as the object you want to count. For this example, we'll use Opportunities.
    • Relationship field is Account ID - Opportunity.AccountID
    • The type of rollup is Sum, based on Amount
    • Create a filter
      • Filter criteria is where Stage equals Closed Won
      • Also include the new Referral checkbox being checked
    • Save filter. Save and run the rollup
  • Create a report to show partner accounts, along with the new number field and sort in descending order
Renewal Management Rollup Helper Use Case Library Opportunity Contact Role Validation