--- title: Rollup Helper Use Case Library | Passage Technology | Susan Harris description: Case studies, how-tos for free Salesforce admin app Rollup Helper from trusted partner Passage Technology. Extend rollup functionality --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) ### Subscribe ### Tags - [Account (43)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account) - [Opportunity (37)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity) - [COUNT (33)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count) - [Contact (30)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact) - [Pre-Built rollup (25)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) - [Task (23)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) - [Rollup Helper (21)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper) - [MAX (16)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max) - [TEXT (15)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text) - [Custom Object (13)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object) - [Case (12)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case) - [SUM (12)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sum) - [Campaign (11)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaign) - [Dates (9)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dates) - [Lead (8)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead) - [MIN (8)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/min) - [Event (7)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/event) - [Sorted Rollups (6)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sorted-rollups) - [User (6)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/user) - [Activity Monitoring (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/activity-monitoring) - [CampaignMember (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaignmember) - [Lookup Rollups (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-rollups) - [Opportunity Products (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-products) - [Scheduled Rollups (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/scheduled-rollups) - [Admin Apps (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/admin-apps) - [Email (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/email) - [Sales Productivity (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sales-productivity) - [Account Based Marketing (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-based-marketing) - [Flow (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/flow) - [Limit Rollups (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/limit-rollups) - [Lookup Helper (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-helper) - [Quote (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/quote) - [Account Management (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-management) - [Asset (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/asset) - [Case Management (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case-management) - [Contract (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contract) - [Marketing (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/marketing) - [Opportunity Contact Role (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-contact-role) - [Validation Rollups (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/validation-rollups) - [reporting (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/reporting) - [revenue metrics (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/revenue-metrics) - [Average (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/average) - [Cloud: Marketing Cloud (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/cloud-marketing-cloud) - [Contact Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact-management) - [DLRS (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dlrs) - [DLRS Converter (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dlrs-converter) - [Embedded Analytics (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/embedded-analytics) - [Featured (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/featured) - [FinancialForce (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/financialforce) - [Hierarchy (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/hierarchy) - [Hierarchy rollups (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/hierarchy-rollups) - [Industry: Nonprofit (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/industry-nonprofit) - [Lead Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead-management) - [Live Chat Transcript (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/live-chat-transcript) - [Net Promoter Score (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/net-promoter-score) - [Non Real-time Rollups (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/non-real-time-rollups) - [Notes & Attachments (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/notes-attachments) - [Opp. Line Item Schedule (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opp-line-item-schedule) - [Opportunity Pipeline (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-pipeline) - [Opportunity Product (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-product) - [Order (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/order) - [Pricebook Entry (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pricebook-entry) - [Project (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/project) - [Project Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/project-management) - [Rollup Filters (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-filters) - [Targeted Rollup (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/targeted-rollup) - [duplicate records (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/duplicate-records) [![](https://www.passagetechnology.com/hubfs/Imported_Blog_Media/img-25.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/previous-year-to-date-won-opportunity-total) ## 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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper) [![](https://www.passagetechnology.com/hubfs/2021/RH-use-case_formulas-v-static.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/roll-ups-using-formulas-rather-than-static-criteria) ## 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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper), [Project](https://www.passagetechnology.com/rollup-helper-use-cases/tag/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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object), [Admin Apps](https://www.passagetechnology.com/rollup-helper-use-cases/tag/admin-apps), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper), [Lookup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-helper), [reporting](https://www.passagetechnology.com/rollup-helper-use-cases/tag/reporting) [![](https://www.passagetechnology.com/hubfs/Imported_Blog_Media/img-19.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/categorize-customers-by-order-date) ## 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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [Order](https://www.passagetechnology.com/rollup-helper-use-cases/tag/order), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Account Based Marketing](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-based-marketing), [Admin Apps](https://www.passagetechnology.com/rollup-helper-use-cases/tag/admin-apps), [Lead](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper) ## Problem: For a Sales Manager, visibility into monthly commissions by Sales Rep is critical. [Sales Productivity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sales-productivity), [User](https://www.passagetechnology.com/rollup-helper-use-cases/tag/user), [Custom Object](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object), [Admin Apps](https://www.passagetechnology.com/rollup-helper-use-cases/tag/admin-apps), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper) [![](https://www.passagetechnology.com/hubfs/Imported_Blog_Media/img-18.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/calculate-agent-caseload-utilization-in-salesforce) ## 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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case), [User](https://www.passagetechnology.com/rollup-helper-use-cases/tag/user), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper) [![](https://www.passagetechnology.com/hubfs/Imported_Blog_Media/Hyperlink+Rollup-1.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/last-task-completed-subject-on-contact-with-hyperlink) ## 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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [Sales Productivity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sales-productivity), [Activity Monitoring](https://www.passagetechnology.com/rollup-helper-use-cases/tag/activity-monitoring), [Contact Management](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact-management), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) Rollup Helper was recommended by Top Step Consulting in their webinar on [FinancialForce 3rd Party Integration Add-ons](http://topstepconsulting.com/financialforce-3rd-party-integration-add-ons/?vsmaid=1692) (4:37).  Some of the ideas that were presented: [FinancialForce](https://www.passagetechnology.com/rollup-helper-use-cases/tag/financialforce), [Custom Object](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object), [Project Management](https://www.passagetechnology.com/rollup-helper-use-cases/tag/project-management), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper) | | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | [ Next ** ](https://www.passagetechnology.com/rollup-helper-use-cases/author/susan-harris/page/2) | | --- | --- | --- | © 2026 Passage Technology LLC All Rights Reserved. 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