Rollup Helper Use Case Library

Generating a Unique Count of Records

Now there's a way to rollup a unique count of records, natively in Rollup Helper!The option to do so will be available when you are creating a count Rollup, in step 3 of the Rollup Creation Process....

COUNT, TEXT

Sales Metrics - Number of Touches Before Deal Closes

This is a two-part rollup. The first part captures the number of activities on an opportunity. The second part makes use of Flow to capture the number of activities completed before a deal was...

COUNT, Opportunity, Task, Flow

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