Rollup Helper Use Case Library

USE CASE: Generating a Unique Count of Records

There is now 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 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...

COUNT, Opportunity, Task, Workflow

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