Rollup Helper Use Case Library

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, Opportunity

Problem

You need an easy method for reporting and planning around renewals without running a multi-object report.

Account, Contract, MAX, Dates

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, COUNT, Opportunity, duplicate records

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 recorded...

Account, Account Based Marketing, Contact, COUNT, MAX, Net Promoter Score

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, DLRS, Rollup Filters, DLRS Converter

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, Opportunity, Validation Rollups

Rollup Helper has added parent filter functionality! You can now choose which records your manual and scheduled rollup runs will process for. This targeted rollup functionality is applicable in...

Account, Opportunity, Rollup Helper, Targeted Rollup

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, Opportunity, Rollup Helper

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, Rollup Helper, Project

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, Admin Apps, Opportunity, Rollup Helper