Rollup Helper Use Case Library | Passage Technology

Case Limit Reached Rollup for Email

Written by Susan Harris | Jul 22, 2014

Problem

Salesforce does not have a way of notifying anyone when the number of cases in the current month reaches a predefined limit for an account. 

Solution

  1. Create a target field on Account called Number of Cases This Month.
  2. Create a source number formula field on Case called Case Count.
  3. Create a rollup with a filter that has the CREATED DATE Equals THIS MONTH criterion and add it to the rollup.
  4. Create a workflow rule on the Account page that evaluates the rolled up value against the threshold to determine if the email should be sent out.