Rollup Helper Use Case Library | Passage Technology

Number of Open Cases on an Account

Written by Cady Wakitsch | May 03, 2022

Problem

How do you calculate the amount of open Cases for each Account record?

Solution

Quickly deploy one of Rollup Helper's pre-built rollups named, "Number of Open Cases." The Number of Open Cases use case calculates the amount of open Cases for each Account record. This use case deploys one Rollup Helper setting and one field, "rhuc_Number_Of_Open_Cases."

Once logged into your Salesforce organization click on the App Launcher or All Tabs and search for "Rollup Helper." Click on the "Deploy Pre-Built Rollups" tile and click "Deploy" next to the Number of Open Cases label:

  • Click on the "Deploy Number of Open Cases Field" button
  • The Number of Open Cases field will be deployed.
    • Please Note: Field Level Security will not be automatically set when creating fields through Rollup Helper, and the field will not automatically be added to page layouts. Please ensure that the newly created field is added to all desired layouts and permission sets once the rollup creation process has concluded.
  • Then click on the "Deploy and Run Number of Open Cases Setting" button
  • Finally, click on the "Start Rollup Run" button

You will also be able to view and edit the deployed rollup via the All Rollups page.

Now your Customer Service teams can see which Accounts need the most help. Sales and Marketing teams can also hold off on reaching out to customers or prospects until their issues are cleared up.