---
title: Referral Tracking | Rollup Helper Use Case Library
description: With Rollup Helper, create rollup fields for how many times someone or an organization has referred business to you.
---

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# Referral Tracking

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## 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. 

## Solution: Start by doing a count of the referred items, then do a SUM (Count) rollup.

Count the number of referred items (e.g. leads, custom objects, contacts, etc.), and do a SUM (Count) rollup. For example, one of our clients wanted to to track how many times they got a medical referral (Custom object) and rolled up the count of these to the Physician (Contact) that submitted the referral. 

- Create a new Number field on the Account object. Also create a checkbox on Opportunities to show if this is a referred Opportunity. 
- Create a rollup in Rollup Helper 
    - Set destination object as Account
    - Select the new Number field you just created
    - Set child object as the object you want to count. For this example, we'll use Opportunities.
    - Relationship field is Account ID - Opportunity.AccountID
    - The type of rollup is Sum, based on Amount
    - Create a filter 
          - Filter criteria is where Stage equals Closed Won
          - Also include the new Referral checkbox being checked
    - Save filter. Save and run the rollup
- Create a report to show partner accounts, along with the new number field and sort in descending order

Tags: [Account](https://www.passagetechnology.com/rollup-helper-use-cases/topic/account), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/topic/count), [Custom Object](https://www.passagetechnology.com/rollup-helper-use-cases/topic/custom-object), [Lead](https://www.passagetechnology.com/rollup-helper-use-cases/topic/lead), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/topic/opportunity)

| [** Renewal Management ](https://www.passagetechnology.com/rollup-helper-use-cases/renewal-management) | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | [ Opportunity Contact Role Validation ** ](https://www.passagetechnology.com/rollup-helper-use-cases/opportunity-contact-role-validation) |
| --- | --- | --- |

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