--- title: Rollup Helper Use Case Library | Passage Technology | Susan Harris (2) description: Case studies, how-tos for free Salesforce admin app Rollup Helper from trusted partner Passage Technology. Extend rollup functionality (2) --- [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) - Solutions - By User Type - [Admins](https://www.passagetechnology.com/en/solutions/salesforce-admin) - [Getting Around Rollup Limitations](https://www.passagetechnology.com/en/solutions/salesforce-admin#rollup-limitations) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/salesforce-admin#Reports) - [GDPR Compliance](https://www.passagetechnology.com/en/solutions/salesforce-admin#GDPR) - [Data Cleanup](https://www.passagetechnology.com/en/solutions/salesforce-admin#cleanup) - [Project Managers](https://www.passagetechnology.com/en/solutions/salesforce-project-managers) - [Managing Internal Projects](https://www.passagetechnology.com/en/solutions/salesforce-project-managers#internal-projects) - [Collaborate on External Projects & Client Status Reporting](https://www.passagetechnology.com/en/solutions/salesforce-project-managers#External) - [Project Analytics](https://www.passagetechnology.com/en/solutions/salesforce-project-managers#Analytics) - [Salesforce Training for Project Management Success](https://www.passagetechnology.com/en/solutions/salesforce-project-managers#SF-training) - [C-Suite](https://www.passagetechnology.com/en/solutions/c-suite) - [Business Insights](https://www.passagetechnology.com/en/solutions/c-suite#business-insights) - [Decision Making & Prioritizing Initiatives](https://www.passagetechnology.com/en/solutions/c-suite#decision-making) - [Project Planning & Managing Execution](https://www.passagetechnology.com/en/solutions/c-suite#managing-execution) - [Custom Solutions & Integrations](https://www.passagetechnology.com/en/solutions/c-suite#custom-solutions) - [IT Managers](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce) - [Security & Compliance](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#security) - [Enabling Salesforce Users](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#enabling-team-members) - [Managing IT Projects](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#projects) - [Avoiding Technical Debt](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#avoid-technical-debt) - [Salesforce Analysts](https://www.passagetechnology.com/en/solutions/salesforce-analysts) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/salesforce-analysts#reports) - [Project Management](https://www.passagetechnology.com/en/solutions/salesforce-analysts#project-management) - [Custom Solutions & Integrations](https://www.passagetechnology.com/en/solutions/salesforce-analysts#custom-solutions) - By Industry or Cloud - [Software](https://www.passagetechnology.com/en/solutions/computer-software-industry) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/computer-software-industry#reports) - [Decision Making & Prioritizing Initiatives](https://www.passagetechnology.com/en/solutions/computer-software-industry#decision-making) - [Project Management](https://www.passagetechnology.com/en/solutions/computer-software-industry#project-management) - [Security & Compliance](https://www.passagetechnology.com/en/solutions/computer-software-industry#security) - [Healthcare & Life Sciences](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud) - [Project Management](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#project-management) - [HIPAA Compliance](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#hipaa) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#reports) - [Custom Solutions & Integrations](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#custom-solutions) - [Financial Services](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud) - [Relating Custom Objects](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud#custom-objects) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud#Reports) - [Improving Data Quality](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud#data-quality) - [Compliance](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud#Compliance) - [Nonprofit](https://www.passagetechnology.com/en/solutions/nonprofit-industry-cloud) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/nonprofit-industry-cloud#reports) - [Improving Data Quality](https://www.passagetechnology.com/en/solutions/nonprofit-industry-cloud#data-quality) - [Project Management](https://www.passagetechnology.com/en/solutions/nonprofit-industry-cloud#project-management) - Products - [Rollup Helper](https://www.passagetechnology.com/rollup-helper-overview) - [Milestones PM+](https://www.passagetechnology.com/milestones-pm-plus-overview) - [Lookup Helper](https://www.passagetechnology.com/lookup-helper-overview) - [Prioritization Helper](https://www.passagetechnology.com/prioritization-helper-overview) - [Data Quality Helper](https://www.passagetechnology.com/data-quality-helper-overview) - [Work Trail](https://www.passagetechnology.com/work-trail-overview) - [Support](https://www.passagetechnology.com/support) - [Rollup Helper](https://www.passagetechnology.com/rollup-helper-training) - [Milestones PM+](https://www.passagetechnology.com/milestones-pm-plus-training) - [Lookup Helper](https://www.passagetechnology.com/lookup-helper-training) - [Prioritization Helper](https://www.passagetechnology.com/prioritization-helper-training) - [Data Quality Helper](https://www.passagetechnology.com/data-quality-helper-training) - [Work Trail](https://www.passagetechnology.com/work-trail-training) - [Services](https://www.passagetechnology.com/developmentservices) - [Knowledge Articles](https://passagetech.my.site.com/KnowledgeBase/s/) - [Log a Support Case](https://www.passagetechnology.com/contact-us) - [Resources](https://www.passagetechnology.com/resources) - [Blog](https://www.passagetechnology.com/passage-technology-blog) - [Customer Success Stories](https://www.passagetechnology.com/customer-success) - [Essential Guides for Business Transformation with Salesforce](https://www.passagetechnology.com/en/essential-guides-for-business-transformation-with-salesforce) - [Use Case Libraries](https://www.passagetechnology.com/use-case-libraries) - [Knowledge Articles](https://passagetech.my.site.com/KnowledgeBase/s/) - [Release Notes](https://www.passagetechnology.com/release-notes) - [Company](https://www.passagetechnology.com/about) - [About Us](https://www.passagetechnology.com/about) - [Press & Testimonials](https://www.passagetechnology.com/press-testimonials) - [Contact Us](https://www.passagetechnology.com/contact-us) - [Partners](https://www.passagetechnology.com/partners) - [Careers](https://www.passagetechnology.com/working-at-passage) - [Search](https://www.passagetechnology.com/search) # [ Rollup Helper Use Case Library ](https://www.passagetechnology.com/rollup-helper-use-cases) ### 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) [Number of Call Attempts to get a Discussion](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-calls-attempts-to-get-a-discussion-and-filtered-sorted-list-view-for-reps) [![](https://www.passagetechnology.com/hubfs/Imported_Blog_Media/List+View+-+Contact+Attempts-1.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-calls-attempts-to-get-a-discussion-and-filtered-sorted-list-view-for-reps) ## Problem: As a Sales Manager, I need to know how many outbound call attempts it takes to achieve a discussion.   ## Additionally, so that my reps are more productive, I need a filtered list view of the... [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) [Populate a Date Field on Case with the Most Recent Task for Order Sent](https://www.passagetechnology.com/rollup-helper-use-cases/populate-a-date-field-on-case-with-the-date-of-the-most-recent-task-for-order-sent) ## Problem: As an operations manager, I want to be able to easily see the date of the most recent task with a specific subject (Order Sent) that has been completed on a Case. [Case](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) [Viewing the Largest Quote on an Account](https://www.passagetechnology.com/rollup-helper-use-cases/largest-quote-on-an-account) ## Problem: As an Account Manager, I need to see the amount of the largest quote on an Account so that I can prioritize follow ups. [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [Quote](https://www.passagetechnology.com/rollup-helper-use-cases/tag/quote), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper) [Campaign Metrics - First Campaign Name](https://www.passagetechnology.com/rollup-helper-use-cases/campaign-metrics-first-campaign-name) ## Problem: Need to view the name of the first Campaign a prospect was a member of displayed on the Contact record. As a Marketing Manager, I want to see the name of the first Campaign a prospect was a... [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Campaign](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaign), [CampaignMember](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaignmember), [Limit Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/limit-rollups), [Sorted Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sorted-rollups) [Rollup Most Recent Updates on Account (Custom Object)](https://www.passagetechnology.com/rollup-helper-use-cases/rollup-most-recent-updates-on-account-custom-object) [![](https://www.passagetechnology.com/hubfs/Imported_Blog_Media/img-20.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/rollup-most-recent-updates-on-account-custom-object) ## Problem: I need to see the most recent activity on an Account in Salesforce. As an Account Manager or Sales Rep. I need to see the most recent activity on an Account before contacting the client. [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Custom Object](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object), [Sorted Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sorted-rollups), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) [User Number of Demos Completed this Month](https://www.passagetechnology.com/rollup-helper-use-cases/user-number-of-demos-completed-this-month) [![](https://www.passagetechnology.com/hubfs/Imported_Blog_Media/img-16.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/user-number-of-demos-completed-this-month) ## Problem: As a Sales Manager, I need to monitor the number of demos being completed each month by a Sales Rep. [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [User](https://www.passagetechnology.com/rollup-helper-use-cases/tag/user), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) [Subject of Last Task Completed](https://www.passagetechnology.com/rollup-helper-use-cases/subject-of-last-task-completed) ## Problem: As a Sales/Account Manager, I need visibility on an Account to the Last Task Completed. [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Sorted Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sorted-rollups), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) [Number of Calls or Emails on an Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-calls-or-emails-on-an-opportunity) ## Problem: As a Sales Manger, I need to be able to identify the number of calls or emails on an Opportunity for better sales analytics and planning. [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) [Products Purchased](https://www.passagetechnology.com/rollup-helper-use-cases/products-purchased) ## Problem: As an Account Manager, in order to identify white space on Accounts, I would like to see a list of Opportunity Products purchased on each Account. [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Opportunity Products](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-products), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity) [Campaign Metrics - First Response Date](https://www.passagetechnology.com/rollup-helper-use-cases/campaign-metrics-first-response-date) ## Problem: Can't see the first response date for a campaign displayed on a contact record in Salesforce. As an Sales Representative, I want to see the first response date to a given campaign displayed... [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [Campaign](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaign), [CampaignMember](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaignmember), [MIN](https://www.passagetechnology.com/rollup-helper-use-cases/tag/min) | [** Previous ](https://www.passagetechnology.com/rollup-helper-use-cases/author/susan-harris/page/1) | [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/3) | | --- | --- | --- | ![Salesforce certified services by trusted Passage Technology](https://www.passagetechnology.com/hubfs/Salesforce/SF%20Partner%20Badges%202026%20(for%20footer).png) Explore - [Rollup Helper](https://www.passagetechnology.com/rollup-helper-overview) - [Milestones PM+](https://www.passagetechnology.com/milestones-pm-plus-overview) - [Lookup Helper](https://www.passagetechnology.com/lookup-helper-overview) - [Prioritization Helper](https://www.passagetechnology.com/prioritization-helper-overview) - [Data Quality Helper](https://www.passagetechnology.com/data-quality-helper-overview) - [Work Trail](https://www.passagetechnology.com/work-trail-overview) Services - [Custom Development Services](https://www.passagetechnology.com/developmentservices) - [Milestones PM+ Starter Packs](https://www.passagetechnology.com/milestones-pmplus-starter-packs) Learn - [Support Portal](https://www.passagetechnology.com/support) - [Resources Portal](https://www.passagetechnology.com/resources) Company - [About](https://www.passagetechnology.com/about) - [Careers](https://www.passagetechnology.com/working-at-passage) - [Press & Testimonials](https://www.passagetechnology.com/press-testimonials) - [Partners](https://www.passagetechnology.com/partners) Questions? - [Contact Us](https://www.passagetechnology.com/contact-us) - +1 (224) 655-6779 [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) © 2026 Passage Technology LLC All Rights Reserved. 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