--- title: Rollup Helper Use Case Library | Passage Technology (4) description: Case studies, how-tos for free Salesforce admin app Rollup Helper from trusted partner Passage Technology. Extend rollup functionality (4) --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) - Solutions - By User Type - [Admins](https://www.passagetechnology.com/en/solutions/salesforce-admin) - [Getting Around Rollup Limitations](https://www.passagetechnology.com/en/solutions/salesforce-admin#rollup-limitations) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/salesforce-admin#Reports) - [GDPR Compliance](https://www.passagetechnology.com/en/solutions/salesforce-admin#GDPR) - [Data Cleanup](https://www.passagetechnology.com/en/solutions/salesforce-admin#cleanup) - [Project Managers](https://www.passagetechnology.com/en/solutions/salesforce-project-managers) - [Managing Internal Projects](https://www.passagetechnology.com/en/solutions/salesforce-project-managers#internal-projects) - [Collaborate on External Projects & Client Status Reporting](https://www.passagetechnology.com/en/solutions/salesforce-project-managers#External) - [Project Analytics](https://www.passagetechnology.com/en/solutions/salesforce-project-managers#Analytics) - [Salesforce Training for Project Management Success](https://www.passagetechnology.com/en/solutions/salesforce-project-managers#SF-training) - [C-Suite](https://www.passagetechnology.com/en/solutions/c-suite) - [Business Insights](https://www.passagetechnology.com/en/solutions/c-suite#business-insights) - [Decision Making & Prioritizing Initiatives](https://www.passagetechnology.com/en/solutions/c-suite#decision-making) - [Project Planning & Managing Execution](https://www.passagetechnology.com/en/solutions/c-suite#managing-execution) - [Custom Solutions & Integrations](https://www.passagetechnology.com/en/solutions/c-suite#custom-solutions) - [IT Managers](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce) - [Security & Compliance](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#security) - [Enabling Salesforce Users](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#enabling-team-members) - [Managing IT Projects](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#projects) - [Avoiding Technical Debt](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#avoid-technical-debt) - [Salesforce Analysts](https://www.passagetechnology.com/en/solutions/salesforce-analysts) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/salesforce-analysts#reports) - [Project Management](https://www.passagetechnology.com/en/solutions/salesforce-analysts#project-management) - [Custom Solutions & Integrations](https://www.passagetechnology.com/en/solutions/salesforce-analysts#custom-solutions) - By Industry or Cloud - [Software](https://www.passagetechnology.com/en/solutions/computer-software-industry) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/computer-software-industry#reports) - [Decision Making & Prioritizing Initiatives](https://www.passagetechnology.com/en/solutions/computer-software-industry#decision-making) - [Project Management](https://www.passagetechnology.com/en/solutions/computer-software-industry#project-management) - [Security & Compliance](https://www.passagetechnology.com/en/solutions/computer-software-industry#security) - [Healthcare & Life Sciences](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud) - [Project Management](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#project-management) - [HIPAA Compliance](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#hipaa) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#reports) - [Custom Solutions & Integrations](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#custom-solutions) - [Financial Services](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud) - [Relating Custom Objects](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud#custom-objects) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud#Reports) - [Improving Data Quality](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud#data-quality) - [Compliance](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud#Compliance) - [Nonprofit](https://www.passagetechnology.com/en/solutions/nonprofit-industry-cloud) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/nonprofit-industry-cloud#reports) - [Improving Data Quality](https://www.passagetechnology.com/en/solutions/nonprofit-industry-cloud#data-quality) - [Project Management](https://www.passagetechnology.com/en/solutions/nonprofit-industry-cloud#project-management) - Products - [Rollup Helper](https://www.passagetechnology.com/rollup-helper-overview) - [Milestones PM+](https://www.passagetechnology.com/milestones-pm-plus-overview) - [Lookup Helper](https://www.passagetechnology.com/lookup-helper-overview) - [Prioritization Helper](https://www.passagetechnology.com/prioritization-helper-overview) - [Data Quality Helper](https://www.passagetechnology.com/data-quality-helper-overview) - [Work Trail](https://www.passagetechnology.com/work-trail-overview) - [Support](https://www.passagetechnology.com/support) - [Rollup Helper](https://www.passagetechnology.com/rollup-helper-training) - [Milestones PM+](https://www.passagetechnology.com/milestones-pm-plus-training) - [Lookup Helper](https://www.passagetechnology.com/lookup-helper-training) - [Prioritization Helper](https://www.passagetechnology.com/prioritization-helper-training) - [Data Quality Helper](https://www.passagetechnology.com/data-quality-helper-training) - [Work Trail](https://www.passagetechnology.com/work-trail-training) - [Services](https://www.passagetechnology.com/developmentservices) - [Knowledge Articles](https://passagetech.my.site.com/KnowledgeBase/s/) - [Log a Support Case](https://www.passagetechnology.com/contact-us) - [Resources](https://www.passagetechnology.com/resources) - [Blog](https://www.passagetechnology.com/passage-technology-blog) - [Customer Success Stories](https://www.passagetechnology.com/customer-success) - [Essential Guides for Business Transformation with Salesforce](https://www.passagetechnology.com/en/essential-guides-for-business-transformation-with-salesforce) - [Use Case Libraries](https://www.passagetechnology.com/use-case-libraries) - [Knowledge Articles](https://passagetech.my.site.com/KnowledgeBase/s/) - [Release Notes](https://www.passagetechnology.com/release-notes) - [Company](https://www.passagetechnology.com/about) - [About Us](https://www.passagetechnology.com/about) - [Press & Testimonials](https://www.passagetechnology.com/press-testimonials) - [Contact Us](https://www.passagetechnology.com/contact-us) - [Partners](https://www.passagetechnology.com/partners) - [Careers](https://www.passagetechnology.com/working-at-passage) - [Search](https://www.passagetechnology.com/search) # [ Rollup Helper Use Case Library ](https://www.passagetechnology.com/rollup-helper-use-cases) ### Subscribe ### Tags - [Account (43)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account) - [Opportunity (37)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity) - [COUNT (33)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count) - [Contact (30)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact) - [Pre-Built rollup (25)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) - [Task (23)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) - [Rollup Helper (21)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper) - [MAX (16)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max) - [TEXT (15)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text) - [Custom Object (13)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object) - [Case (12)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case) - [SUM (12)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sum) - [Campaign (11)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaign) - [Dates (9)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dates) - [Lead (8)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead) - [MIN (8)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/min) - [Event (7)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/event) - [Sorted Rollups (6)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sorted-rollups) - [User (6)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/user) - [Activity Monitoring (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/activity-monitoring) - [CampaignMember (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaignmember) - [Lookup Rollups (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-rollups) - [Opportunity Products (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-products) - [Scheduled Rollups (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/scheduled-rollups) - [Admin Apps (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/admin-apps) - [Email (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/email) - [Sales Productivity (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sales-productivity) - [Account Based Marketing (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-based-marketing) - [Flow (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/flow) - [Limit Rollups (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/limit-rollups) - [Lookup Helper (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-helper) - [Quote (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/quote) - [Account Management (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-management) - [Asset (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/asset) - [Case Management (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case-management) - [Contract (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contract) - [Marketing (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/marketing) - [Opportunity Contact Role (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-contact-role) - [Validation Rollups (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/validation-rollups) - [reporting (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/reporting) - [revenue metrics (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/revenue-metrics) - [Average (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/average) - [Cloud: Marketing Cloud (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/cloud-marketing-cloud) - [Contact Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact-management) - [DLRS (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dlrs) - [DLRS Converter (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dlrs-converter) - [Embedded Analytics (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/embedded-analytics) - [Featured (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/featured) - [FinancialForce (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/financialforce) - [Hierarchy (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/hierarchy) - [Hierarchy rollups (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/hierarchy-rollups) - [Industry: Nonprofit (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/industry-nonprofit) - [Lead Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead-management) - [Live Chat Transcript (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/live-chat-transcript) - [Net Promoter Score (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/net-promoter-score) - [Non Real-time Rollups (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/non-real-time-rollups) - [Notes & Attachments (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/notes-attachments) - [Opp. Line Item Schedule (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opp-line-item-schedule) - [Opportunity Pipeline (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-pipeline) - [Opportunity Product (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-product) - [Order (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/order) - [Pricebook Entry (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pricebook-entry) - [Project (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/project) - [Project Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/project-management) - [Rollup Filters (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-filters) - [Targeted Rollup (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/targeted-rollup) - [duplicate records (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/duplicate-records) [Opportunity Team Members Names](https://www.passagetechnology.com/rollup-helper-use-cases/opportunity-team-members-names) [![Rollup Step 3](https://www.passagetechnology.com/hubfs/Opportunity%20Team%20Members%20Names%20rollup.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/opportunity-team-members-names) ## Problem: You're unable to report on Opportunity, Opportunity Team Member and Products since Products and Opportunity Team Member are concurrent objects rather than hierarchical objects. So you want... [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity) [Most Recent Contract End Date on Account](https://www.passagetechnology.com/rollup-helper-use-cases/most-recent-contract-end-date-on-account) [![Rollup step 3](https://www.passagetechnology.com/hubfs/Most%20recent%20contract%20end%20date%20rollup.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/most-recent-contract-end-date-on-account) ## Problem: You need an easy method for reporting and planning around renewals without running a multi-object report. [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Contract](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contract), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [Dates](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dates) [Count Number of Duplicate Opportunities on Account](https://www.passagetechnology.com/rollup-helper-use-cases/count-number-of-duplicate-opportunities-on-account) ## **Problem: **You want to count the number of duplicate Opportunities on an Account so you can either clean up unneeded Opportunities, or find out what’s happening in the sales process to cause duplicates... [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [duplicate records](https://www.passagetechnology.com/rollup-helper-use-cases/tag/duplicate-records) [Calculating an Account Level Net Promoter Score (NPS)](https://www.passagetechnology.com/rollup-helper-use-cases/calculating-an-account-level-net-promoter-score-nps) [![Happy, neutral, or unhappy checkboxes](https://www.passagetechnology.com/hubfs/NPS%20%28Pixabay%29.webp) ](https://www.passagetechnology.com/rollup-helper-use-cases/calculating-an-account-level-net-promoter-score-nps) ## Problem: You send out Net Promoter Score (NPS) surveys to your customers. Responses are recorded on the Contact, but you want to get a high level view of how many Promoters and Detractors are... [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Account Based Marketing](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-based-marketing), [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [Net Promoter Score](https://www.passagetechnology.com/rollup-helper-use-cases/tag/net-promoter-score) [Convert Declarative Lookup Rollup Summaries to Rollup Helper Settings](https://www.passagetechnology.com/rollup-helper-use-cases/2021-dlrs-converter) [![DLRS converter](https://www.passagetechnology.com/hubfs/image%20%285%29.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/2021-dlrs-converter) ## Problem: Due to the growth and expansion of their company, our client was seeing a high-volume of rollup settings in Declarative Lookup Rollup Summaries (DLRS) and needed an efficient way to convert... [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper), [DLRS](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dlrs), [Rollup Filters](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-filters), [DLRS Converter](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dlrs-converter) [List View for Closed Won Opportunities with no Documents](https://www.passagetechnology.com/rollup-helper-use-cases/list-view-for-closed-won-opportunities-with-no-documents) ## Problem: You want to create a list view to show all of the Closed Won Opportunities that do not have a Document attached. That way you can address Opportunities as needed.  [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Validation Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/validation-rollups) [Added Targeted Rollup Functionality](https://www.passagetechnology.com/rollup-helper-use-cases/added-targeted-rollup-functionality) ## Problem: As an ever-expanding company involved in multiple industries, rolling up data daily becomes extremely time-consuming and eventually unfeasible.  Rollup Helper has added parent filter... [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper), [Targeted Rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/targeted-rollup) [Previous Year to Date Won Opportunity Total](https://www.passagetechnology.com/rollup-helper-use-cases/previous-year-to-date-won-opportunity-total) [![](https://www.passagetechnology.com/hubfs/Imported_Blog_Media/img-25.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/previous-year-to-date-won-opportunity-total) ## Problem: A sum of previous year to date Opportunity amounts is needed on Account so that a year over year comparison can be made. [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper) [Roll-ups Using Formulas Rather than Static Criteria](https://www.passagetechnology.com/rollup-helper-use-cases/roll-ups-using-formulas-rather-than-static-criteria) [![](https://www.passagetechnology.com/hubfs/2021/RH-use-case_formulas-v-static.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/roll-ups-using-formulas-rather-than-static-criteria) ## Problem: There are many scenarios in Salesforce where formula fields are required. Having to create Roll-up Summary fields without the ability to also use formula fields in your criteria presents a... [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper), [Project](https://www.passagetechnology.com/rollup-helper-use-cases/tag/project) [Number of Open Projects on an Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-open-projects-on-an-opportunity-counting-a-custom-object-with-a-dynamic-filter) ## Problem: There are situations where actionable data is required within Salesforce to drive workflows, increase user productivity or to aid in reporting. The solution is sometimes that a roll-up... [Custom Object](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object), [Admin Apps](https://www.passagetechnology.com/rollup-helper-use-cases/tag/admin-apps), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper) | [** Previous ](https://www.passagetechnology.com/rollup-helper-use-cases/page/3) | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | [ Next ** ](https://www.passagetechnology.com/rollup-helper-use-cases/page/5) | | --- | --- | --- | ![Salesforce certified services by trusted Passage Technology](https://www.passagetechnology.com/hubfs/Salesforce/SF%20Partner%20Badges%202026%20(for%20footer).png) Explore - [Rollup Helper](https://www.passagetechnology.com/rollup-helper-overview) - [Milestones PM+](https://www.passagetechnology.com/milestones-pm-plus-overview) - [Lookup Helper](https://www.passagetechnology.com/lookup-helper-overview) - [Prioritization Helper](https://www.passagetechnology.com/prioritization-helper-overview) - [Data Quality Helper](https://www.passagetechnology.com/data-quality-helper-overview) - [Work Trail](https://www.passagetechnology.com/work-trail-overview) Services - [Custom Development Services](https://www.passagetechnology.com/developmentservices) - [Milestones PM+ Starter Packs](https://www.passagetechnology.com/milestones-pmplus-starter-packs) Learn - [Support Portal](https://www.passagetechnology.com/support) - [Resources Portal](https://www.passagetechnology.com/resources) Company - [About](https://www.passagetechnology.com/about) - [Careers](https://www.passagetechnology.com/working-at-passage) - [Press & Testimonials](https://www.passagetechnology.com/press-testimonials) - [Partners](https://www.passagetechnology.com/partners) Questions? - [Contact Us](https://www.passagetechnology.com/contact-us) - +1 (224) 655-6779 [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) © 2026 Passage Technology LLC All Rights Reserved. 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