Rollup Helper Use Case Library

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

Most Recent Call Date

Problem

How do you calculate the latest Activity Date of all Tasks with the type "Call" for each Contact record?

Contact, Activity Monitoring, Task, Pre-Built rollup

Largest Won Opportunity Amount

Problem

How do you calculate the largest amount of a child Closed Won Opportunity for each parent Account record?

Account, Opportunity, revenue metrics, Pre-Built rollup

First Opportunity Close Date

Problem

How do you calculate the first close date for a child Opportunity for each parent Account record?

Account, Opportunity, Dates, Pre-Built rollup

First Campaign Date

Problem

How do you calculate the earliest created date of a child Campaign for each parent Contact record?

Contact, Campaign, Dates, Pre-Built rollup

Names of Child Accounts on Parent Account

Problem

How do you rollup the names of child Accounts under each parent Account record?

Account, TEXT, Hierarchy rollups, Pre-Built rollup

Most Recent Note on Account

Problem

How do you retrieve the text of the most recent Note Body on a child Note for each parent Account record?

Account, TEXT, Notes & Attachments, Pre-Built rollup

Campaign Revenue

Problem

How do you calculate the sum of the amounts of all closed Opportunities for each Campaign record?

Campaign, Opportunity, revenue metrics, Pre-Built rollup

First Task Date

Problem

How do you calculate the first activity date on a child Task record for each parent Contact record?

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

Average Deal Size

Problem

How do you calculate the average amount of all closed Opportunities for each Account record?

Account, Opportunity, Average, Pre-Built rollup

Subscribe

Tags

Problem

Problem

Problem

Problem

Problem

Problem

Problem

Problem

Problem

Problem