Problem
Your org has a complex quoting or opportunity/project accounting business processes and the Opportunity Amount field is updated manually.
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Your org has a complex quoting or opportunity/project accounting business processes and the Opportunity Amount field is updated manually.
Salesforce won't allow you to rollup information from assets to account without coding.
Your organization needs to make sure Opportunity Contact Roles on a deal have been entered.
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.
Tracking renewals for annual sales deals can be tricky.
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...
A great way to use Rollup Helper is to combine the target fields that Rollup Helper calculates with workflow rules. For example, when projects go over budget or are delayed, you will want to have...
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!
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...
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...
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