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 need a way to see how many Planned Hours have 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: Need to segment for customers based on how recently you have closed won business with an existing customer.

Account, MIN, Opportunity, Scheduled Rollups

Problem: You need to track the speed that your staff follows up on leads, but there isn't a field for this in Salesforce.

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...

Contact, COUNT, Contract

Problem:  Want to see where a rep needs to pick up on an opportunity and where he/she last left it.

B2B sales reps need to close opportunities in Salesforce, and they need to log sales call notes...

TEXT, Event, Opportunity, Task

Problem: There isn't an out-of-the-box option 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...

Account, Contact, COUNT