Rollup Helper Use Case Library

Problem: 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...

Account, Account Based Marketing, TEXT, Opportunity, Opportunity Product

Problem: Find out how many times we had an in-person meetings with a contact or lead.

Contact, COUNT, Event, Lead, Scheduled Rollups

Problem: Need to find the date of the last an in-person meeting with a contact or lead.

We need to know when we last had an in-person meeting with a contact or lead. Salesforce allows you to track...

Contact, Event, Lead, MAX, Task

Problem: Need to group the number of contacts each account manager has established on their owned accounts.

For strategic reporting on a given Account Manager’s progress in building relationships in...

Account, Contact, COUNT, User

Problem: Need to view rollup results in Salesforce Mobile.

COUNT

In a nutshell, Embedded Analytics allows the Salesforce Administrator to embed up to 2 report charts per page layout to display information. Here's one idea for how you can get more value from this...

Embedded Analytics, User, Event, SUM, Task

A great way to use Rollup Helper is to combine the target fields that Rollup Helper calculates with Flow. For example, when projects go over budget or are delayed, you'll want to have access to this...

Custom Object, MAX, Flow

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's easy!

Case, COUNT

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...

Contact, COUNT, Event, Lead, MAX, MIN, Task

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...

COUNT, Event, MAX, MIN, Task