Rollup Helper Use Case Library

Problem

Contact, COUNT, Event, Lead, Scheduled Rollups

Problem

Need to know when we last had an in-person meeting with a contact or lead. Salesforce allows you to track this information as a task or event on the contact or lead record, but to trigger...

Contact, Event, Lead, MAX, Task

Problem

As an Sales Representative, I want to see the first response date to a given campaign displayed on a contact record in order to determine how quickly a prospect responds.

Contact, Campaign, CampaignMember, MIN

Problem

 As an Sales Representative, I want to see the last time a Contact responded to a Campaign.  

Contact, Campaign, CampaignMember, MAX

Problem

As an Sales Representative or Marketing Manager, I want to see the number of Campaigns a Contact has been a member of. This will help me analyze relationship building as well as how many...

Contact, COUNT, Campaign, CampaignMember

Problem

As a Sales Representative, I want to see the name of the most recent Campaign a prospect was a member of displayed on the Contact record.

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

Problem

For strategic reporting on a given Account Manager’s progress in building relationships in their Accounts, I need to be able to group on the number of contacts each account manager has...

Account, Contact, COUNT, User

Problem

View Rollup Results in Salesforce Mobile

COUNT

Problem

To measure a user’s productivity, I need to be able to report on the total number of Live Chat Transcripts and the total number of Cases worked in a week. There is not a way to link the...

Case, User, Live Chat Transcript, Scheduled Rollups, SUM

Problem

Salesforce does not have a way of notifying anyone when the number of cases in the current month reaches a predefined limit for an account. 

Account, Case, COUNT, Rollup Helper, Scheduled Rollups, Workflow