Problem
Support wants to see how many cases are in each status with an Account to see how well they are being provided service. Sales and Marketing may hold off on selling if an Account is currently experiencing issues.
Solution
For this example, we are going to focus on Open cases. But you can switch out "open" with any other field value.
- In Setup, create a new number field on Account. Name it something like "Number of Open Cases"
- In Rollup Helper, create a new setting
- Target Object is Account
- Target Field is the field you just created (Number of Open Cases)
- Child Object is Cases
- Rollup Type is Count
- Create a new filter
- Filter criteria should be Status equals Open (or whatever your field value is. If you want to include multiple statuses, make filter criteria for each one)
- Save the filter, and run the rollup