Rollup Helper Use Case Library

Problem: A sum of previous year to date Opportunity amounts is needed on Account so that a year over year comparison can be made.

Account, Opportunity, Rollup Helper

Problem: There are many scenarios in Salesforce where formula fields are required. Having to create Roll-up Summary fields without the ability to also use formula fields in your criteria presents a...

Opportunity, Rollup Helper, Project

Problem: There are situations where actionable data is required within Salesforce to drive workflows, increase user productivity or to aid in reporting. The solution is sometimes that a roll-up...

Custom Object, Admin Apps, Opportunity, Rollup Helper

Problem: I need Monthly reporting to show the amount of open Opportunities this month. This could also be done for Year-over-Year reports.  

Solution: You can use Rollup Helper and Lookup Helper...

Custom Object, Opportunity, Rollup Helper, Lookup Helper, reporting

Problem: To improve customer retention, it is important to categorize customers based on the amount of time since their most recent order.

You can use that information to automate processes to reach...

Contact, Order, Rollup Helper

Problem: Approaching a new Lead with a call or email introducing them to a product or service that they have already been engaged with via someone else at their company does not leave a good...

Account, Account Based Marketing, Admin Apps, Lead, Rollup Helper

Problem: For a Sales Manager, visibility into monthly commissions by Sales Rep is critical.

Sales Productivity, User, Custom Object, Admin Apps, Rollup Helper

Problem: An easy way to view agent case load utilization % is needed so that business decisions can be made on case reassignment or additional resources needed.

Case, User, Rollup Helper

Problem: To increase sales productivity, I want to see the last task's subject on contact records as well as a hyperlink so it can be used in contact list views and reports. 

Contact, Sales Productivity, Activity Monitoring, Contact Management, Rollup Helper, Task

Use Cases for Time Card Information to Project, Milestone Information to Project and Professional Services Automation Estimates vs Actuals 

Rollup Helper was recommended by Top Step Consulting in...

FinancialForce, Custom Object, Project Management, Rollup Helper