Rollup Helper Use Case Library

Added Targeted Rollup Functionality

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Rollup Helper has added parent filter functionality! You can now choose which records your manual and scheduled rollup runs will process for. This targeted rollup functionality is applicable in endless scenarios.

Problem:

As an ever-expanding company involved in multiple industries, rolling up data daily becomes extremely time-consuming and eventually unfeasible.

Solution:

With Rollup Helper’s new parent filter functionality, you can now target your rollups to include only the information you’re interested in, such one of the industries instead of all. This speeds up the process significantly. This new functionality can be used on any rollup, but for example you could create this rollup on Previous Year to Date Won Opportunity Total, and then use the new parent filter as shown below:

  • Create New Parent Filter

    • Deleted = false (default)

    • Industry = (choose desired value(s))

    • Name:  Account Industry

    • Limit and Sort Order do not apply to parent filters

    • Specify Filter Criteria

Have any suggestions for furthering this use case?  Please post in the comments section below.

Previous Year to Date Won Opportunity Total Rollup Helper Use Case Library List View for Closed Won Opportunities with no Documents