Rollup Helper Use Case Library

USE CASE: Calculating the Number of Lost Opportunities for Accounts

Auto-deploy Number of Lost Opportunities rollup

Problem

How do you calculate the amount of lost Opportunities on each Account record?

Account, COUNT, Opportunity, Pre-Built rollup

USE CASE: Calculating the Number of Calls for a Contact in Salesforce

Problem

How do you calculate the amount of "Calls" Task types for each Contact record?

Contact, COUNT, Activity Monitoring, Task, Pre-Built rollup

USE CASE: Most Recent Task Date Activity for Salesforce Contacts

Auto-deploy Most Recent Task Date rollup

Problem

How do you calculate the latest Activity Date of all children Tasks for each Contact record?

Contact, Activity Monitoring, MAX, Task, Dates, Pre-Built rollup

Most Recent Opportunity Close Date

Auto-deploy Most Recent Opp Close Date rollup

Problem

How do you calculate the most recent close date of a closed child Opportunity for each parent Account record?

Account, MAX, Opportunity, Dates, Pre-Built rollup

Non-Profit Donations by Company

Problem

You want to be able to run a report to see what Accounts donated, and what its individual Employees donated, separately or together.

Account, Account Management, Contact, Opportunity, SUM, Industry: Nonprofit

Number of Email Tasks under a Contact

Problem

How do you calculate the amount of "Email" Tasks for each Contact record?

Account, Contact, COUNT, Task, Email, Pre-Built rollup

Number of Contacts without an Email Address

Auto-deploy Number of Contacts without Email rollup

Problem

How do you calculate the amount of Contacts without an email address assigned for each Account record?

Account, Contact, Email, Pre-Built rollup

Number of Contacts under an Account

Problem

How do you calculate the the number of Contacts for each Account record?

Account, Contact, COUNT, Pre-Built rollup

Most Recent Email Date

Problem

How do you calculate the latest Task Activity Date with type "Email" for each Contact record?

Contact, Task, Email, Dates, Pre-Built rollup

Most Recent Campaign Date

Problem

How do you calculate the latest Created Date of all Campaigns for each Contact record?

Contact, Campaign, Dates, Pre-Built rollup

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