Rollup Helper Use Case Library

Problem

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...

Case, COUNT, Task

Problem

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...

Account, Contact, TEXT, Lookup Rollups, Opportunity Contact Role

Problem

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...

Account, Opportunity Products, Non Real-time Rollups, Opp. Line Item Schedule, Opportunity

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...

Account, Asset, Case, COUNT, Opportunity Products, Custom Object, Admin Apps, Limit Rollups, Lookup Rollups, MAX, Opportunity, Scheduled Rollups

Problem

Instead of having your users constantly referring to reports to gather information such as the next due task under an opportunity, rollup that information to a field directly on the...

Sales Productivity, TEXT, Lookup Rollups, Opportunity, Rollup Helper, Sorted Rollups, Task, Dates

Problem

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.

Contact, TEXT, Campaign, CampaignMember, Limit Rollups, Sorted Rollups

Problem

Apex triggers enable you to complete custom actions, such as insertions, updates, or deletions, before or after events to records. Similar to database systems that support triggers, Apex...

Account, Case, COUNT

Problem

Marketing wants to find out if their campaigns are successful in lead generation. How do you determine the number of campaigns that influence a Lead? Also, how engaged is a Lead?

COUNT, Campaign, Lead, Lead Management, Rollup Helper, Marketing

Problem

Users wants to see the last activity Date and Time from associated Cases on the Account.

Solution

Create a rollup which rolls up the Last Modified Date.

The first step is to create a new...

Account, Account Management, Case, Case Management, MAX, Rollup Helper

Problem

Support wants to see how many cases are in each status with an Account to see how well they are being provided service. Sales and Marketing may hold off on selling if an Account is currently...

Account, Case, COUNT, Case Management, Rollup Helper