Rollup Helper Use Case Library

Problem: How do you populate a contact lookup on the account page that identifies who this contact is?

Account, Contact, TEXT, Lookup Rollups, Opportunity Contact Role

Problem: Capturing how much revenue will fall into each calendar year, at both the Opportunity level and the Account level.

We put in product dates for our Opportunity Line Items and also use...

Account, Opportunity Products, Non Real-time Rollups, Opp. Line Item Schedule, Opportunity

We're excited to share this use case with you. It's 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 as to...

Account, Asset, Case, COUNT, Opportunity Products, Custom Object, Admin Apps, Limit Rollups, Lookup Rollups, MAX, Opportunity, Scheduled Rollups

Problem: Instead of having your users constantly referring to reports to gather information such as the next due task under an opportunity, you'd like to rollup that information to a field directly...

Sales Productivity, TEXT, Lookup Rollups, Opportunity, Rollup Helper, Sorted Rollups, Task, Dates

Problem: Need to trigger an automated health check on an account with a workflow.

Apex triggers enable you to complete custom actions, such as insertions, updates, or deletions, before or after...

Account, Case, COUNT

Problem: How do you determine the number of campaigns that influence a Lead? 

COUNT, Campaign, Lead, Lead Management, Rollup Helper, Marketing

Problem: Users wants to see the last activity Date and Time from associated Cases on the Account.

Solution: Create a rollup which rolls up the Last Modified Date.

The first step is to create a new...

Account, Account Management, Case, Case Management, MAX, Rollup Helper

Problem: Need to see how many cases are in each status with an Account.

Support wants to see how many cases are in each status with an Account to see how well they are being provided service. Sales...

Account, Case, COUNT, Case Management, Rollup Helper

Problem: 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.

Account, Lookup Rollups, MAX, Quote, Sorted Rollups

Problem: 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...

MAX, MIN, Pricebook Entry