Rollup Helper Use Case Library

Problem: Find out how many times we had an in-person meetings with a contact or lead.

Contact, COUNT, Event, Lead, Scheduled Rollups

Problem: Need to find the date of the last an in-person meeting with a contact or lead.

We need to know when we last had an in-person meeting with a contact or lead. Salesforce allows you to track...

Contact, Event, Lead, MAX, Task

Problem: Can't see the first response date for a campaign displayed on a contact record in Salesforce.

As an Sales Representative, I want to see the first response date to a given campaign displayed...

Contact, Campaign, CampaignMember, MIN

Problem: Unable to see the last time a Contact responded to a Campaign.

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

Contact, Campaign, CampaignMember, MAX

Problem: Need to see the number of Campaigns a Contact has been a member of.

As a Sales Representative or Marketing Manager, I want to see the number of Campaigns a Contact has been a member of. This...

Contact, COUNT, Campaign, CampaignMember

Problem: Can't see the name of the most recent Campaign a prospect was a member of displayed on the Contact record.

As a Sales Representative, I want to see the name of the most recent Campaign a...

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

Problem: Need to group the number of contacts each account manager has established on their owned accounts.

For strategic reporting on a given Account Manager’s progress in building relationships in...

Account, Contact, COUNT, User

Problem: Need to view rollup results in Salesforce Mobile.

COUNT

Problem: Need to report on the total number of Live Chat Transcripts and the total number of Cases worked in a week.

To measure a user’s productivity, I need to report on the total number of Live...

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

Problem: Salesforce doesn't 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, Flow