Rollup Helper Use Case Library

Problem: Your org has a complex quoting or opportunity/project accounting business processes and the Opportunity Amount field is updated manually. 

Opportunity, Quote, SUM

Problem: Salesforce won't allow you to rollup information from assets to account without coding.

Account, Asset, TEXT

Problem: Your organization needs to make sure Opportunity Contact Roles on a deal have been entered.

Contact, TEXT, Opportunity, Opportunity Contact Role, Rollup Helper, Validation Rollups

Problem: Creating top partner reports or rollup fields for how many times someone or an organization has referred business to you is not straightforward in Salesforce. 

Account, COUNT, Custom Object, Lead, Opportunity

Problem: Tracking renewals for annual sales deals can be tricky. 

COUNT, Opportunity

In the Winter '14 release of Salesforce, you may have heard about a new feature called "Embedded Analytics". In a nutshell, Embedded Analytics allows the Salesforce Administrator to embed up to 2...

Embedded Analytics, User, Event, SUM, Task

A great way to use Rollup Helper is to combine the target fields that Rollup Helper calculates with Flow. For example, when projects go over budget or are delayed, you will want to have access to...

Custom Object, MAX, Flow

One of our most popular questions we see is: Can Rollup Helper calculate a count of records and display the count on the parent object? The answer is yes, and it is easy!

Case, COUNT

One of the most popular use cases we have seen with Rollup Helper is the ability to capture key activity metrics on the lead, contact, or account pages. If activity monitoring is an important gap to...

Contact, COUNT, Event, Lead, MAX, MIN, Task

When the great team at Cirrus Path asked us to contribute our experience using Cirrus Insight and what it did for Passage Technology, we were giddy with excitement, because as users of both Cirrus...

COUNT, Event, MAX, MIN, Task