Number of Won Opportunities in a Campaign

Share

Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.

Problem

How do you calculate the number of won Opportunities for each Campaign record?

Solution

Quickly deploy one of Rollup Helper pre-built rollups named, "Number of Won Opps in Campaign." The Number of Won Opps in Campaign use case calculates the amount of won Opportunities for each Campaign 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 Opps in Campaign label:

Browse Use Cases Tile

Number of Won Opps in Campaign

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

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

Now Marketing teams will be able to see how successful Campaigns are and start to calculate ROI.

Number of Won Opportunities on an Account Rollup Helper Use Case Library USE CASE: Calculate Total Value in Opportunities Pipeline by Account