November 1, 2016
Rollup Helper was recently recommended by Top Step Consulting in their webinar on FinancialForce 3rd Party Integration Add-ons (4:37). Some of the ideas that were presented:
|View post||Tags: FinancialForce, Custom Object, Project Management, Rollup Helper|
As a Sales Manager, I need to know how many outbound call attempts it takes to achieve a discussion. Additionally, so that my reps are more productive, I need a filtered list view of the...
|View post||Tags: Contact, Rollup Helper, Task|
As an operations manager, I want to be able to easily see the date of the most recent task with a specific subject (Order Sent) that has been completed on a Case.
|View post||Tags: Case, Rollup Helper, Task|
June 27, 2016
In Salesforce, maximizing efficiency and productivity is the name of the game. If you can't see or find your information exactly where you would like to, this limits company performance. If you have...
|View post||Tags: Case, COUNT, Task|
June 16, 2016
Background: It is often times essential to identify a primary contact or specific "role" within an account. This may be for support or sales reasons. You may want to identify the primary contact's email address or other key piece of contact information and have it accessible to workflow, other...
|View post||Tags: Account, Contact, TEXT, Lookup Rollups, Opportunity Contact Role|
June 16, 2016
Background: We put in product dates for our Opportunity Line Items and also use Scheduling for quantity and revenue (typically repeating monthly revenue). Our opportunity records capture products for an annual cycle but it is typically not a calendar year. So for the line items on the opportunity,...
|View post||Tags: Account, Opportunity Products, Non Real-time Rollups, Opp. Line Item Schedule, Opportunity|
June 3, 2016
I'm really excited to share this use case with you. It is by far the most comprehensive solution we have ever recorded on YouTube, and this post will help to orient you to the entire solution as well as to the Helper Suite of apps. At a high-level, the rollup solution is to connect asset, case,...
|View post||Tags: Account, Asset, Case, COUNT, Opportunity Products, Custom Object, Helper Suite, Limit Rollups, Lookup Rollups, MAX, Opportunity, Scheduled Rollups|
A success community member needed to create a simple tabular report showing just one open task per opportunity. This can be achieved by Rollup Helper. Such a solution allows for key details from the open task to be displayed at the opportunity, so that no custom report types need to be created or...
|View post||Tags: TEXT, MAX, MIN, Opportunity, Sorted Rollups, Task|
May 16, 2016
As a Marketing Manager, I want to see the name of the first Campaign a prospect was a member of displayed on the Contact record.
|View post||Tags: Contact, TEXT, Campaign, CampaignMember, Limit Rollups, Sorted Rollups|
March 16, 2016
Use Case: A Salesforce user will want to quickly see what is the largest quote ever provided to an account from the Account page via a lookup field. For this use case, please follow these...
|View post||Tags: Account, Lookup Rollups, MAX, Quote, Sorted Rollups|