Rollup Helper Use Case Library

Problem

We needed a way to see how many hours had been tracked to a project by different Resource Groups. This is easy to do with reports, but we needed fields to be populated so we could run...

Custom Object, SUM

Problem

We needed a field to show total hours tracked to Sick time and Vacation time Projects for a Resource. This is easy to do with reports, but we needed fields to be populated so we could use...

Custom Object, SUM

Problem

We needed a way to see how many Planned Hours had been allocated to a Master Project's Sub Projects. We often get retainer engagements for 500 hours, so we create a Master Project with 500...

Custom Object, SUM

Problem

You need to segment your customers based on how recently you have closed won business with an existing customer. For example, a report showing those customers that you have not had a recent...

Account, MIN, Opportunity, Scheduled Rollups

Problem

Lead, MIN, Task

Problem

Salesforce doesn't offer standard or customizable business rules on what contacts you need to have defined when a contract is put into place. For example, it is possible to create a contract,...

Contact, COUNT, Contract

Problem

Sales Reps in a B2B world need quite some time to close opportunities in Salesforce, so much so, that they need to log sales call notes constantly and follow up on many activities for each of...

TEXT, Event, Opportunity, Task

Problem

There is no out-of-the-box way or field in Salesforce that calculates margin on a sales deal.

Opportunity Products, Opportunity, SUM

Problem

Salesforce does not display the total sales figure you want to calculate and display on the Account page.

Account, Custom Object, Opportunity, SUM

Problem

You need to display a count of the total records that meet some condition on the parent, and Rollup Summary Fields are NOT an option. For example, you may get asked, "How many VP Contacts do...

Account, Contact, COUNT