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...
GET DEMO
+1 (224) 655-6779
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...
Need to know when we last had an in-person meeting with a contact or lead. Salesforce allows you to track this information as a task or event on the contact or lead record, but to trigger...
For strategic reporting on a given Account Manager’s progress in building relationships in their Accounts, I need to be able to group on the number of contacts each account manager has...
View Rollup Results in Salesforce Mobile
In the Winter '14 release of Salesforce, you may have heard about a new feature called "Embedded Analytics". In a nutshell, Embedded Analytics allows the Salesforce Administrator to embed up to 2...
A great way to use Rollup Helper is to combine the target fields that Rollup Helper calculates with workflow rules. For example, when projects go over budget or are delayed, you will want to have...
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 is easy!
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...
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...
| Previous | Rollup Helper Use Case Library | Next |