Rollup Helper Use Case Library

Problem

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...

TEXT, Opportunity

Most Recent Contract End Date on Account

Problem

You need an easy method for reporting and planning around renewals without running a multi-object report.

Account, Contract, MAX, Dates

Count Number of Duplicate Opportunities on Account

Problem

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...

Account, COUNT, Opportunity, duplicate records

Calculating an Account Level Net Promoter Score (NPS)

Problem

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...

Account, Account Based Marketing, Contact, COUNT, MAX, Net Promoter Score

List View for Closed Won Opportunities with no Documents

Problem

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.

COUNT, Opportunity, Validation Rollups

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