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...
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Also, having a Sales leader board would further motivate Sales Reps...
The Sales team wants to accurately forecast their...
How do you calculate the amount of Cases for each Contact record?
How do you calculate the sum of Closed Won Opportunities for each Account record?
How do you calculate the sum of Closed Lost Opportunities for each Account record?
How do you calculate the sum of non-closed Opportunities for each Account record?
How do you calculate the number of won Opportunities for each Campaign record?
How do you calculate the number of won Opportunities for each Account record?
How do you calculate the amount of open Cases for each Account record?
How do you calculate the amount of lost Opportunities on each Account record?
How do you calculate the amount of "Calls" Task types for each Contact record?
How do you calculate the latest Activity Date of all children Tasks for each Contact record?
How do you calculate the most recent close date of a closed child Opportunity for each parent Account record?
You want to be able to run a report to see what Accounts donated, and what its individual Employees donated, separately or together.
How do you calculate the amount of "Email" Tasks for each Contact record?
How do you calculate the amount of Contacts without an email address assigned for each Account record?
How do you calculate the the number of Contacts for each Account record?
How do you calculate the latest Task Activity Date with type "Email" for each Contact record?
How do you calculate the latest Created Date of all Campaigns for each Contact record?
How do you calculate the latest Activity Date of all Tasks with the type "Call" for each Contact record?
How do you calculate the largest amount of a child Closed Won Opportunity for each parent Account record?
How do you calculate the first close date for a child Opportunity for each parent Account record?
How do you calculate the earliest created date of a child Campaign for each parent Contact record?
How do you rollup the names of child Accounts under each parent Account record?
How do you retrieve the text of the most recent Note Body on a child Note for each parent Account record?
How do you calculate the sum of the amounts of all closed Opportunities for each Campaign record?
How do you calculate the first activity date on a child Task record for each parent Contact record?
How do you calculate the average amount of all closed Opportunities for each Account record?
You're unable to report on Opportunity, Opportunity Team Member and Products since Products and Opportunity Team Member are concurrent objects rather than hierarchical objects. So you want...
You need an easy method for reporting and planning around renewals without running a multi-object report.
You want to count the number of duplicate Opportunities on an Account so you can either clean up unneeded Opportunities, or find out what’s happening in the sales process to cause duplicates...
You send out Net Promoter Score (NPS) surveys to your customers. Responses are recorded on the Contact, but you want to get a high level view of how many Promoters and Detractors are recorded...
Due to the growth and expansion of their company, our client was seeing a high-volume of rollup settings in Declarative Lookup Rollup Summaries (DLRS) and needed an efficient way to convert...
You want to create a list view to show all of the Closed Won Opportunities that do not have a Document attached. That way you can address Opportunities as needed.
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...
A sum of previous year to date Opportunity amounts is needed on Account so that a year over year comparison can be made.
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...
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...
I need Monthly reporting to show the amount of Opportunities are open this month. This could also be done for Year-over-Year reports.
You can use Rollup Helper and Lookup Helper...
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...
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...
For a Sales Manager, visibility into monthly commissions by Sales Rep is critical.
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.
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 recommended by Top Step Consulting in their webinar on FinancialForce 3rd Party Integration Add-ons (4:37). Some of the ideas that were presented:
As a Sales Manager, I need to know how many outbound call attempts it takes to achieve a discussion. Additionally, so that my reps are more productive, I need a filtered list view of the...
As an operations manager, I want to be able to easily see the date of the most recent task with a specific subject (Order Sent) that has been completed on a Case.
As an Account Manager, I need to see the amount of the largest quote on an Account so that I can prioritize follow ups.
In Salesforce, maximizing efficiency and productivity is the name of the game. If you can't see or find your information exactly where you would like to, this limits company performance. If...
It is often times essential to identify a primary contact or specific "role" within an account. This may be for support or sales reasons. You may want to identify the primary contact's email...
We put in product dates for our Opportunity Line Items and also use Scheduling for quantity and revenue (typically repeating monthly revenue). Our opportunity records capture products for an...
I'm really excited to share this use case with you. It is by far the most comprehensive solution we have ever recorded on YouTube, and this post will help to orient you to the entire solution as well...
Instead of having your users constantly referring to reports to gather information such as the next due task under an opportunity, rollup that information to a field directly on the...
As a Marketing Manager, I want to see the name of the first Campaign a prospect was a member of displayed on the Contact record.
Apex triggers enable you to complete custom actions, such as insertions, updates, or deletions, before or after events to records. Similar to database systems that support triggers, Apex...
Marketing wants to find out if their campaigns are successful in lead generation. How do you determine the number of campaigns that influence a Lead? Also, how engaged is a Lead?
Users wants to see the last activity Date and Time from associated Cases on the Account.
Create a rollup which rolls up the Last Modified Date.
The first step is to create a new...
Support wants to see how many cases are in each status with an Account to see how well they are being provided service. Sales and Marketing may hold off on selling if an Account is currently...
A Salesforce user will want to quickly see what is the largest quote ever provided to an account from the Account page via a lookup field.
The scenario is that users want to review their pricing for each product to make sure their margins are in the correct range. Because Salesforce doesn't expose the Price Book Entry to the...
As a sales representative or manager, you need to know which products have or have not been purchased for each of your Accounts, so that you can have the most effective conversation and...
As an Account Manager or Sales Rep. I need to see the most recent activity on an Account before contacting the client.
As a Sales Manager, I need to monitor the number of demos being completed each month by a Sales Rep.
As a Sales/Account Manager, I need visibility on an Account to the Last Task Completed.
As a Sales Manger, I need to be able to identify the number of calls or emails on an Opportunity for better sales analytics and planning.
As an Account Manager in order to identify white space on Accounts, I would like to see a list of Opportunity Products purchased on each Account.
This is a 2 part Rollup. The first part captures the number of activities on an opportunity. The second part makes use of workflow rules to capture the number of activities completed before a deal...
Need to know when we last had an in-person meeting with a contact or lead. Salesforce allows you to track this information as a task or event on the contact or lead record, but to trigger...
As an Sales Representative, I want to see the first response date to a given campaign displayed on a contact record in order to determine how quickly a prospect responds.
As an Sales Representative, I want to see the last time a Contact responded to a Campaign.
As an Sales Representative or Marketing Manager, I want to see the number of Campaigns a Contact has been a member of. This will help me analyze relationship building as well as how many...
As a Sales Representative, I want to see the name of the most recent Campaign a prospect was a member of displayed on the Contact record.
For strategic reporting on a given Account Manager’s progress in building relationships in their Accounts, I need to be able to group on the number of contacts each account manager has...
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To measure a user’s productivity, I need to be able to report on the total number of Live Chat Transcripts and the total number of Cases worked in a week. There is not a way to link the...
Salesforce does not have a way of notifying anyone when the number of cases in the current month reaches a predefined limit for an account.
Your org has a complex quoting or opportunity/project accounting business processes and the Opportunity Amount field is updated manually.
Salesforce won't allow you to rollup information from assets to account without coding.
Your organization needs to make sure Opportunity Contact Roles on a deal have been entered.
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.
Tracking renewals for annual sales deals can be tricky.
In the Winter '14 release of Salesforce, you may have heard about a new feature called "Embedded Analytics". In a nutshell, Embedded Analytics allows the Salesforce Administrator to embed up to 2...
A great way to use Rollup Helper is to combine the target fields that Rollup Helper calculates with workflow rules. For example, when projects go over budget or are delayed, you will want to have...
One of our most popular questions we see is: Can Rollup Helper calculate a count of records and display the count on the parent object? The answer is yes, and it is easy!
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...
When the great team at Cirrus Path asked us to contribute our experience using Cirrus Insight and what it did for Passage Technology, we were giddy with excitement, because as users of both Cirrus...
We needed a way to see how many hours had been tracked to a project by different Resource Groups. This is easy to do with reports, but we needed fields to be populated so we could run...
We needed a field to show total hours tracked to Sick time and Vacation time Projects for a Resource. This is easy to do with reports, but we needed fields to be populated so we could use...
We needed a way to see how many Planned Hours had been allocated to a Master Project's Sub Projects. We often get retainer engagements for 500 hours, so we create a Master Project with 500...
You need to segment your customers based on how recently you have closed won business with an existing customer. For example, a report showing those customers that you have not had a recent...
Salesforce doesn't offer standard or customizable business rules on what contacts you need to have defined when a contract is put into place. For example, it is possible to create a contract,...
Sales Reps in a B2B world need quite some time to close opportunities in Salesforce, so much so, that they need to log sales call notes constantly and follow up on many activities for each of...
There is no out-of-the-box way or field in Salesforce that calculates margin on a sales deal.
Salesforce does not display the total sales figure you want to calculate and display on the Account page.
You need to display a count of the total records that meet some condition on the parent, and Rollup Summary Fields are NOT an option. For example, you may get asked, "How many VP Contacts do...
Within Salesforce, it is not possible to do hierarchy rollups without Apex coding. Standard roll-up summary fields will not support these types of roll-ups.
Salesforce has a Last Activity field available, but it is not usually configurable to most customers needs.
Dates on projects or project phases/iterations for when things are due to be started or finished are tracked manually.
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