Rollup Helper Use Case Library

Problem: Unable to see the last time a Contact responded to a Campaign.

 As an Sales Representative, I want to see the last time a Contact responded to a Campaign.  

Contact, Campaign, CampaignMember, MAX

Problem: Need to see the number of Campaigns a Contact has been a member of.

As a Sales Representative or Marketing Manager, I want to see the number of Campaigns a Contact has been a member of. This...

Contact, COUNT, Campaign, CampaignMember

Problem: Can't see the name of the most recent Campaign a prospect was a member of displayed on the Contact record.

As a Sales Representative, I want to see the name of the most recent Campaign a...

Contact, TEXT, Campaign, CampaignMember, Limit Rollups, Sorted Rollups

Problem: Need to report on the total number of Live Chat Transcripts and the total number of Cases worked in a week.

To measure a user’s productivity, I need to report on the total number of Live...

Case, User, Live Chat Transcript, Scheduled Rollups, SUM

Problem: Salesforce doesn't have a way of notifying anyone when the number of cases in the current month reaches a predefined limit for an account. 

Account, Case, COUNT, Rollup Helper, Scheduled Rollups, Flow

Problem: Your org has a complex quoting or opportunity/project accounting business processes and the Opportunity Amount field is updated manually. 

Opportunity, Quote, SUM

Problem: Salesforce won't allow you to rollup information from assets to account without coding.

Account, Asset, TEXT

Problem: Your organization needs to make sure Opportunity Contact Roles on a deal have been entered.

Contact, TEXT, Opportunity, Opportunity Contact Role, Rollup Helper, Validation Rollups

Problem: Creating top partner reports or rollup fields for how many times someone or an organization has referred business to you is not straightforward in Salesforce. 

Account, COUNT, Custom Object, Lead, Opportunity

Problem: Tracking renewals for annual sales deals can be tricky. 

COUNT, Opportunity