Rollup Helper Use Case Library

Most Recent Campaign Date

Auto-deploy Most Recent Campaign Date rollup

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

Auto-deploy Most Recent Call Date rollup

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

Auto-deploy Largest Won Opportunity Amount rollup

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

Auto-deploy First Opportunity Close Date rollup

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

Auto-deploy First Campaign Date rollup

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

Child to Parent Account Names

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

Auto-deploy 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

Auto-deploy Campaign Revenue rollup

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

Auto-deploy 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

Auto-deploy Average Deal Size rollup

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

Account, Opportunity, Average, Pre-Built rollup

Rollup Helper Use Case Library