Rollup Helper Use Case Library

Number of Won Opportunities on an Account

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Problem: How do you calculate the number of won Opportunities for each Account record?

Solution:

Quickly deploy one of Rollup Helper pre-built rollups named, "Number of Won Opportunities." The Number of Won Opportunities use case calculates the amount of won Opportunities for each Account record. This use case deploys one Rollup Helper setting and one field, "rhuc_Number_Of_Won_Opportunities."

Once logged into your Salesforce organization click on the App Launcher or All Tabs and search for "Rollup Helper." Click on the "Browse Use Cases" tile and click "Deploy" next to the Number of Won Opportunities label:

Browse Use Cases Tile

Number of Won Opportunities

  • Click on the "Deploy Number of Won Opportunities Field" button
    Number of Won Opportunities deploy field
  • The Number of Won Opportunities 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 Won Opportunities Setting" button
    Number of Won Opportunities deploy setting
  • Finally, click on the "Start Rollup Run" button
    Number of Won Opportunities run rollup

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

Now Sales and Marketing teams can see their best Customers.

Number of Open Cases on an Account Rollup Helper Use Case Library Number of Won Opportunities in a Campaign